Active
CONSOLIDATED PORTFOLIO REVIEW CORP
Investment Advice|WOODBURY, NY
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$1.3B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.3B |
| Non-Discretionary | 13.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 112694 |
| SEC Number | 801-38795 |
| Street Address | 125 FROEHLICH FARM BLVD. |
| Location | WOODBURY, NY 11797 |
| Country | United States |
| Phone | 631-845-5100 |
| Fax | 631-845-4531 |
| Total Employees | 45 |
Client Count by Type (4,821 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 4,425 |
| High Net Worth Individual… | 357 |
| Pension/Profit Sharing Pl… | 39 |
County data not available for this organization.