Consolidated Portfolio Review Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Woodbury, NY. Its latest Form ADV filing, dated March 27, 2026, reports $1.6B in regulatory assets under management, 56 employees, 47 offices, and 6,228 accounts.
Assets Under Management
$1.6B
Employees
56
Offices
47 offices
Total Clients
6,228
Primary office
WOODBURY, NY
125 FROEHLICH FARM BLVD., WOODBURY, NY, United States
Top client segmentIndividuals represent 94.6% of total clients.
Top client categories% of clientsClients
1
Individuals
94.6%
5,894
2
HNWI
4.7%
293
3
Pension Plans
0.7%
41
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 27, 2026
Discretionary99.2%
$1.6B
99% of total RAUM99.2%
Non-discretionary0.8%
$12M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.6B
Total Accounts6,228
10Y AUM Change+$1.4B (+746.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees56
Clients per Employee111:1
10Y Employee Change+54 (+2700.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.