CONSOLIDATED PORTFOLIO REVIEW CORP

WOODBURY, New York·9 registered advisors·CRD# 112694
SEC# 801-3879519631-845-5100
01

Firm Overview

AUM
$906M
Regulatory assets under management
Employees
833
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at CONSOLIDATED PORTFOLIO REVIEW CORP

9 registered advisors
Ashley Howe
LOCUST VALLEY, New York
Emily Higgs
LOCUST VALLEY, New York
Jennie Monroe Donovan
LOCUST VALLEY, New York
Kenneth Kingsbury Dillenbeck
LOCUST VALLEY, New York
Monroe M Diefendorf
LOCUST VALLEY, New York
Priscilla More
WOODBURY, New York
Steve Gordon Howe
WOODBURY, New York
Thomas James Murphy
WOODBURY, New York
Whitney E Baran
LOCUST VALLEY, New York
05

Office Locations

LOCUST VALLEY, New York
6 advisors
WOODBURY, New York
3 advisors

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Data sourced from SEC Form ADV filings. CONSOLIDATED PORTFOLIO REVIEW CORP (CRD# 112694) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.