Stellation Asset Management LLC is a large advisory firm based in Westport. It manages $213.25 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Connecticut and New York.
Stellation Asset Management provides pension consulting services and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stellation Asset Management LLC is $213.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 180% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Stellation Asset Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Stellation Asset Management LLC performs its advisory services is located at 123 Main Street, Westport, CT 06880 The mailing address of the firm is 130 Bloor Street West, Toronto, M5 S 1 N5. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203 - 246-6700 or by fax (646) 478-9118. The normal business hours are 9 am to 5 pm on Monday - Friday.