CONSOLIDATED PORTFOLIO REVIEW CORP

RIASEC RegisteredEst. 1991

Total AUM

$1.6B

Discretionary

$1.6B

99% of AUM

Avg account

$256K

Accounts

6,228

Employees

Advisory reps

Firm details

Headquarters: WOODBURY, New York
CRD number: 112694
Registered since: December 2, 1991
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals55.89%
HNWI43.33%
Pension & Profit Sharing Plans0.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Consolidated Portfolio Review Corp is an independent registered investment adviser that has been SEC-registered since 1991. The firm serves both individual and institutional clients and describes itself as a capital allocator that builds portfolios and selects outside managers. Its advisory menu includes financial planning, portfolio management for individuals and pooled vehicles, selection of other advisers, pension consulting services, and educational workshops. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed fees. The firm emphasizes equity exposure and makes use of third‑party managers and pooled vehicles as part of its allocation toolkit. It does not position itself as an active ESG investor. It maintains multiple industry affiliations, including broker-dealer and insurance company relationships, which support its multi-product distribution and retirement consulting capabilities.