Overview
Assets Under Management: $1.3 billion
Headquarters: WOODBURY, NY
High-Net-Worth Clients: 357
Average Client Assets: $2 million
Frequently Asked Questions
CONSOLIDATED PORTFOLIO REVIEW CORP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112694), CONSOLIDATED PORTFOLIO REVIEW CORP is subject to fiduciary duty under federal law.
CONSOLIDATED PORTFOLIO REVIEW CORP is headquartered in WOODBURY, NY.
CONSOLIDATED PORTFOLIO REVIEW CORP serves 357 high-net-worth clients according to their SEC filing dated November 18, 2025. View client details ↓
According to their SEC Form ADV, CONSOLIDATED PORTFOLIO REVIEW CORP offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CONSOLIDATED PORTFOLIO REVIEW CORP manages $1.3 billion in client assets according to their SEC filing dated November 18, 2025.
According to their SEC Form ADV, CONSOLIDATED PORTFOLIO REVIEW CORP serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 357
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.71
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,821
Discretionary Accounts: 4,782
Non-Discretionary Accounts: 39
Regulatory Filings
CRD Number: 112694
Filing ID: 2028213
Last Filing Date: 2025-11-18 10:57:03
Website: 26