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CONSULTING GROUP ADVISORY SERVICES LLC
CRD 137463 · SEC 801-64791
2000 WESTCHESTER AVENUE, PURCHASE, NY, 10577-6477, United States
Phone
914-225-1000
Fax
914-610-7446
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.82B
Discretionary AUM
$9.82B
Team
17 total employees; 9 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (investment companies)Selection of other advisersASSET ALLOCATION ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 12 | $9.82B |
Official SEC filing: View on IAPD