Consolidated Portfolio Review Corp is a large advisory firm based in Locust Valley. It manages $192.36 million of regulatory assets for 1,500 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 12 other states.
Consolidated Portfolio Review Corp provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Consolidated Portfolio Review Corp is $192.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 111% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Consolidated Portfolio Review Corp for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Monroe M Diefendorf is individuals with 1,466 clients and $152.53 million of assets under management. Among the 8 most similar advisory firms, Consolidated Portfolio Review Corp has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $192.36 million for 1,500 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Consolidated Portfolio Review Corp doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Monroe M Diefendorf has been acting as President since 1 Dec 2002. The Diefendorf Family 2011 Dynasty Trust joined the executive team most recently as the Shareholder.
The principal office where Consolidated Portfolio Review Corp performs its advisory services is located at 152 Forest Ave, Locust Valley, NY 11560, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 516-759-3900 or by fax 516-759-3928. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at cprria.com.