Constellation

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Manvel, Texas
CRD number
311178
Registered since
September 17, 2021

Firm profile

FINTRX

Overview

Constellation is organized as a limited liability company with ownership identified as a combination of a domestic entity and an individual. The firm is listed as "Unclassified" in the snapshot data and is not designated as a capital allocator. It is not marked as an active ESG investor, and the dataset indicates the firm does not operate as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser to another registered entity. Available disclosures do not include fee structure, specific advisory activities, client demographics, or investment strategy details, so public-facing information about the firm’s services and target clients is limited.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Divyesh Bhakta

    Divyesh Bhakta

    Founder and CEOCRD 4885868

Contacts

2 of 2
  • William Rankel

    William Rankel

    FinOpCRD 2074785

  • Oliver Esslinger

    Oliver Esslinger

    Founding MemberCRD 7163608

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Manvel, TX

Brazoria

Location

Manvel, TX

Headquartered in Manvel, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Brazoria
Address
4930 Olive Province Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth