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CONSOLIDATED PORTFOLIO REVIEW CORP

Tel: 631-845-5100
125 Froehlich Farm Blvd.
Woodbury, New York  11797

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CONSOLIDATED PORTFOLIO REVIEW CORP

CONSOLIDATED PORTFOLIO REVIEW CORP is a Woodbury, New York based financial advisory firm with nearly $1,294,955,167 in assets under management and provides investment advisory services for 4821 clients. There are currently 45 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

112694

SEC#:

801-38795

No. of Clients:

4821

Assets under Management

$1,294,955,167

No. of Advisors:

45

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