CONSOLIDATED PORTFOLIO REVIEW CORP
SEC Form ADV profile.
Total regulatory AUM
$1,591,860,061
Discretionary
$1,579,379,532
Non-discretionary
$12,480,529
Firm details
- CRD number
- 112694
- SEC file number
- 801-38795
- Main office
- WOODBURY, NY, United States
- Employees
- 56
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.