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
Kenneth Martinson (CRD# 1271344) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Walnut Creek, CA and has over 39 years of experience in the finance industry.
Scott Mrozek (CRD# 2410838) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Henderson, NV and has over 30 years of experience in the finance industry.
Christopher Natale (CRD# 6039031) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 8 years of experience in the finance industry.
Thomas Palumbo (CRD# 2150024) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 32 years of experience in the finance industry.
James Plummer (CRD# 4634793) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 20 years of experience in the finance industry.
Michael Radakovich (CRD# 1614254) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Portland, OR and has over 37 years of experience in the finance industry.
Trevor Randall (CRD# 5802163) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 10 years of experience in the finance industry.
Christopher Sharry (CRD# 6461503) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Worcester, MA and has over 9 years of experience in the finance industry.
Andrea Steiner (CRD# 5620516) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Incline Village, NV and has over 15 years of experience in the finance industry.
Polly Stoecklein (CRD# 1041896) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Manhattan, KS and has over 42 years of experience in the finance industry.