Consolidated Portfolio Review Corp.

Overview

Consolidated Portfolio Review Corp. is a registered investment advisory firm based in Woodbury, New York, offering a range of financial services including financial planning, portfolio management, and pension consulting. The firm manages approximately $1.3 billion in assets across over 4,800 clients, with an average client size of $268,607. Their clientele includes individuals, high-net-worth individuals, and institutional clients such as pension and profit-sharing plans. The firm's investment strategy focuses on fixed income securities, targeting growth, late-stage, and pre-IPO opportunities within the United States. They cater to a diverse range of industries, primarily within the financial services sector. Consolidated Portfolio Review Corp. is registered in multiple states, including New York, and operates through various branch locations across the country. With a team of 44 advisors, the firm emphasizes personalized portfolio management tailored to individual financial objectives. They offer a variety of fee structures, including fixed fees and percentage-based fees, to accommodate different client needs. The firm's commitment to comprehensive financial planning and investment management has established it as a reputable entity in the investment advisory industry.