Consolidated Portfolio Review Corp
Consolidated Portfolio Review Corp (CRD# 112694) is a financial advisory firm headquartered in Woodbury, NY. They manage $905,610,357 in 3,966 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management906MILLION
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Total Number of Accounts3,966ACCOUNTS
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Average Account Value$228,344
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Daniel Antenor, Jr (CRD# 5839052) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 6 years of experience in the finance industry.
Monroe Diefendorf (CRD# 805205) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 39 years of experience in the finance industry.
William Fisher (CRD# 2016724) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Danville, CA and has over 32 years of experience in the finance industry.
Jason Greenwood (CRD# 4215846) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 23 years of experience in the finance industry.
Robert Halbreiner (CRD# 6010623) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 12 years of experience in the finance industry.
Joshua Hattig (CRD# 2902616) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Longmont, CO and has over 21 years of experience in the finance industry.
Kenneth Hewitt (CRD# 1019535) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 31 years of experience in the finance industry.
Jeffrey Higgs (CRD# 5626520) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 15 years of experience in the finance industry.
Steven Howe (CRD# 5088131) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 17 years of experience in the finance industry.
Ivory Johnson (CRD# 2032636) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 33 years of experience in the finance industry.