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CONSOLIDATED PORTFOLIO REVIEW CORP
CRD 112694 · SEC 801-38795
125 FROEHLICH FARM BLVD., WOODBURY, NY, 11797, United States
Phone
631-845-5100
Fax
631-845-4531
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.59B
Discretionary AUM
$1.58B
Team
56 total employees; 47 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5894 | $889.7M |
| High net worth individuals | 293 | $689.7M |
| Pension/profit sharing plans | 41 | $12.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.legacysolutionswm.com
- https://www.randallwealthgroup.com
- https://sequoiawealthmgmt.com/
- https://chiappettafinancialgroup.com/gino-chiappetta/
- https://www.lawm.org/
- https://www.hewittplanningservices.com
- https://www.visperwealth.com/
- https://www.SummitAdvisorsNW.com
- https://www.3DWealthAdvisory.com
- https://www.granitecanyonwealth.com
- https://wwww.FinancialResourcesInc.com
- https://amcapwealth.com/
- https://daltonwealthgrp.com/
- http://www.familylegacyadvisorygroup.com
- http://www.streamlineasset.com
- https://www.MartinsonStollerAdvisors.com
- https://swe90.com/
- https://www.paramountfingrp.com/
- https://www.cgwealth.com/
- https://www.delanceywealth.com
- https://www.national1tax.com/
- https://www.hattigfinancial.com
- https://www.scopocapital.com/
- https://www.stollerco.com/
Official SEC filing: View on IAPD