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CONSULTING GROUP ADVISORY SERVICES LLC

2000 Westchester Avenue
Purchase, New York 10577-6477
Tel: 914-225-1000

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About CONSULTING GROUP ADVISORY SERVICES LLC

CONSULTING GROUP ADVISORY SERVICES LLC, formally registered with the SEC as CONSULTING GROUP ADVISORY SERVICES LLC. The firm was established in 11/29/2005. They have over 2 offices throughout the country.

CONSULTING GROUP ADVISORY SERVICES LLC is a Purchase, New York based Financial Planning firm with nearly $7,113,460,994 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#137463
SEC#801-64791
Assets Managed by Firm$7,113,460,994
No. of Clients11
No. of Advisors20

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies
  • Selection for other advisors
  • Other (ASSET ALLOCATION ADVICE)

Firm Client Information

No. of ClientsAUM
Firm Total11$7,113,460,994

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