1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CONSOLIDATED PORTFOLIO REVIEW CORP

Map pinWOODBURY, NY
Phone631-845-5100
NotebookSEC #801-38795
Total AUM
$1.6B
Employees
56
Clients
6,228

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 FROEHLICH FARM BLVD.
WOODBURY
NY 11797
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
631-845-5100
Other Offices
47

ReceiptFinancials

Total AUM
$1.6B
Accounts
6,228
Discretionary
$1.6B
Accounts
6,187
Non-Discretionary
$12.5M
Accounts
41

ContactClients

View more in analytics →

Individual Clients
5,894
AUM
$889.7M
HNW Individual Clients
293
AUM
$689.7M
Pension/Profit Sharing Plan Clients
41
AUM
$12.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account