Consulting Group Advisory Services LLC

RIASEC RegisteredEst. 2005
Total AUM
$9.8B
Discretionary
$9.8B
100% of AUM
Avg account
$818M
Accounts
12
Employees
17
Advisory reps
4

Firm details

Headquarters
Purchase, New York
CRD number
137463
Registered since
November 29, 2005
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Consulting Group Advisory Services LLC is an SEC-registered institutional registered investment adviser organized as an LLC and operating since 2005. The firm serves institutional clients and positions itself as a capital allocator, charging fees as a percentage of assets under management. Its stated advisory activity centers on managing portfolios for investment companies and on selecting other advisers, indicating a mix of direct portfolio management and delegated manager oversight. The firm is not an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting as a service. Ownership is held by a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Alison Nest

    Alison Nest

    Managing DirectorCRD 4946461

  • Gary Roberts

    VP, ComplianceCRD 6278410

  • Christopher Scott-hansen

    Christopher Scott-hansen

    Managing DirectorCRD 2783270

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Purchase, NY

Westchester

Location

Purchase, NY

Headquartered in Purchase, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Westchester
Address
2000 Westchester Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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