CONSOLIDATED PORTFOLIO REVIEW CORP

125 Froehlich Farm Blvd.
Woodbury, New York 11797
Tel: 631-845-5100

About CONSOLIDATED PORTFOLIO REVIEW CORP

CONSOLIDATED PORTFOLIO REVIEW CORP, formally registered with the SEC as CONSOLIDATED PORTFOLIO REVIEW CORP. The firm was established in 12/02/1991. They have over 25 offices throughout the country.

CONSOLIDATED PORTFOLIO REVIEW CORP is a Woodbury, New York based Financial Planning firm with nearly $1,294,955,167 assets under management, offering retirement planning & investment advisory services to 4821 clients. The firm is staffed with 45 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112694
SEC#	801-38795
Assets Managed by Firm	$1,294,955,167
No. of Clients	4821
No. of Advisors	45

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4821	$1,294,955,167
Individuals (other than high net worth individuals)	4425	$612,135,422
High net worth individuals	357	$669,643,713
Pension and profit sharing plans	39	$13,176,032

More Retirement Planning firms in Woodbury, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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