Consolidated Portfolio Review Corp

RIASEC RegisteredEst. 1991

Total AUM

$1.6B

Discretionary

$1.6B

99% of AUM

Avg account

$256K

Accounts

6,228

Employees

Advisory reps

Firm details

Headquarters: Woodbury, New York
CRD number: 112694
Registered since: December 2, 1991
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals55.89%
HNWI43.33%
Pension & Profit Sharing Plans0.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Consolidated Portfolio Review Corp is an independent, SEC-registered investment adviser that has been active since 1991 and operates as a corporation owned by a domestic entity/individual. The firm acts as a capital allocator for both individual and family clients as well as institutional investors. Its fee arrangements include asset-based fees, hourly consulting charges and fixed-fee engagements. Services listed on its ADV emphasize financial planning, portfolio management across individual, pooled and institutional mandates, pension consulting, manager selection and client education through seminars or workshops. The firm maintains a non-ESG active stance (it is not an active ESG investor) and reports affiliations spanning broker-dealer, other investment adviser, registered municipal advisor, insurance company and pension consulting roles. That mix suggests a platform capable of implementing investment solutions in-house and via third parties.