Constitution Investment Advisory & Portfolio Management Revenue

Investment Management • Shelton, Connecticut, United States • 1-10 Employees

Constitution Investment Advisory & Portfolio Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Constitution Investment Advisory & Portfolio Management

Robert N. Thomas

Executive Vice President

Company overview

Headquarters	2 Trap Falls Road, Suite 504, Shelton, Connecticut 06484, US
Website	ciapm.com
NAICS	5231
Keywords	Wealth Management, Investment Management, Estate Planning Guidance, Innovative Income Strategies
Employees	1-10

About Constitution Investment Advisory & Portfolio Management

The Constitution Capital, LLC team has combined experience of more than 100 years in helping clients achieve their financial goals. We are proud to have served the investment needs of individuals and families extending through two, three and four generations. We are dedicated to serving our clients at the highest level possible. The team works hard every day to earn our clients’ confidence and trust. We seek to understand our client’s current situation as well as their future needs and goals. Our objective is to ensure our clients are satisfied and on track to meet their investment objectives. We work hard to help our clients achieve investment success. Our mission is to ensure our clients know what they own and achieve investment success through owning a portfolio of well-known companies. With our clients in mind, we strive to create portfolios that have an average beta (measure of volatility) that is less than that of the market as a whole. We also strive to enhance the income of our clients by selling out of the money-covered call options in many of the portfolios we manage.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Constitution Investment Advisory & Portfolio Management has never raised funding before.

Constitution Investment Advisory & Portfolio Management Tech Stack

Discover the technologies and tools that power Constitution Investment Advisory & Portfolio Management's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

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Google Tag Manager

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GoDaddy

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WordPress

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Google Analytics

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Maps

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Miscellaneous

Frequently asked questions

Constitution Investment Advisory & Portfolio Management is located in Shelton, Connecticut, US.

Constitution Investment Advisory & Portfolio Management generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Constitution Investment Advisory & Portfolio Management has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Constitution Investment Advisory & Portfolio Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Constitution Investment Advisory & Portfolio Management

Robert N. Thomas

Executive Vice President

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