Consulting Group Advisory Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Purchase, NY. Its latest Form ADV filing, dated March 24, 2026, reports $9.8B in regulatory assets under management, 17 employees, 1 office, and 12 accounts.
Assets Under Management
$9.8B
Employees
17
Offices
1 office
Total Clients
12
Primary office
PURCHASE, NY
2000 WESTCHESTER AVENUE, PURCHASE, NY, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
12
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.8Bas of March 24, 2026
Discretionary100.0%
$9.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$9.8B
Total Accounts12
10Y AUM Change+$4.5B (+85.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee1:1
10Y Employee Change+9 (+112.5%)
* 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.