CONSOLIDATED PORTFOLIO REVIEW CORP
CRD #112694 SEC #801-38795 WOODBURY, NY 631-845-5100
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
44
Clients
101
Accounts
4,821
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.3B | $1.3B | $13.2M | 44 | 0 |
| Oct 2025 | $1.3B | $1.3B | $13.2M | 44 | 0 |
| Sep 2025 | $1.3B | $1.3B | $13.2M | 45 | 0 |
| Aug 2025 | $1.3B | $1.3B | $13.2M | 45 | 0 |
| Jul 2025 | $1.3B | $1.3B | $13.2M | 45 | 0 |
| Jul 2025 | $1.3B | $1.3B | $13.2M | 45 | 0 |
| Jul 2025 | $1.3B | $1.3B | $13.2M | 45 | 0 |
| Jun 2025 | $1.3B | $1.3B | $13.2M | 45 | 0 |
| Mar 2025 | $1.3B | $1.3B | $13.2M | 45 | 0 |
| Feb 2025 | $1.3B | $1.3B | $13.2M | 45 | 0 |
| Feb 2025 | $905.6M | $862.4M | $43.2M | 833 | 0 |
| Jan 2025 | $905.6M | $862.4M | $43.2M | 833 | 0 |
| Jan 2025 | $905.6M | $862.4M | $43.2M | 833 | 0 |
| Jan 2025 | $905.6M | $862.4M | $43.2M | 833 | 0 |
| Dec 2024 | $905.6M | $862.4M | $43.2M | 833 | 0 |
| Jun 2024 | $905.6M | $862.4M | $43.2M | 833 | 0 |
| May 2024 | $905.6M | $862.4M | $43.2M | 833 | 0 |
| Mar 2024 | $905.6M | $862.4M | $43.2M | 833 | 0 |
| Jan 2024 | $738.3M | $698.8M | $39.5M | 33 | 0 |
| Aug 2023 | $738.3M | $698.8M | $39.5M | 33 | 0 |
| Aug 2023 | $738.3M | $698.8M | $39.5M | 33 | 0 |
| May 2023 | $738.3M | $698.8M | $39.5M | 33 | 0 |
| Mar 2023 | $738.3M | $698.8M | $39.5M | 33 | 0 |
| Oct 2022 | $601.5M | $551.2M | $50.3M | 16 | 0 |
| Oct 2022 | $601.5M | $551.2M | $50.3M | 16 | 0 |
| Sep 2022 | $601.5M | $551.2M | $50.3M | 16 | 0 |
| Sep 2022 | $601.5M | $551.2M | $50.3M | 16 | 0 |
| Aug 2022 | $601.5M | $551.2M | $50.3M | 16 | 0 |
| May 2022 | $601.5M | $551.2M | $50.3M | 16 | 0 |
| Mar 2022 | $601.5M | $551.2M | $50.3M | 16 | 0 |
| Jan 2022 | $470.7M | $470.7M | $0 | 17 | 0 |
| Jan 2022 | $470.7M | $470.7M | $0 | 17 | 0 |
| Aug 2021 | $470.7M | $470.7M | $0 | 17 | 0 |
| Aug 2021 | $470.7M | $470.7M | $0 | 17 | 0 |
| Jul 2021 | $470.7M | $470.7M | $0 | 17 | 0 |
| May 2021 | $470.7M | $470.7M | $0 | 17 | 0 |
| May 2021 | $470.7M | $470.7M | $0 | 17 | 0 |
| Apr 2021 | $470.7M | $470.7M | $0 | 17 | 0 |
| Apr 2021 | $470.7M | $470.7M | $0 | 17 | 0 |
| Mar 2021 | $470.7M | $470.7M | $0 | 17 | 0 |
| Mar 2021 | $185.5M | $185.5M | $0 | 12 | 0 |
| Jan 2021 | $185.5M | $185.5M | $0 | 12 | 0 |
| Jan 2021 | $185.5M | $185.5M | $0 | 12 | 0 |
| Oct 2020 | $185.5M | $185.5M | $0 | 12 | 0 |
| Oct 2020 | $185.5M | $185.5M | $0 | 8 | 0 |
| Sep 2020 | $185.5M | $185.5M | $0 | 8 | 0 |
| Aug 2020 | $185.5M | $185.5M | $0 | 8 | 0 |
| Jul 2020 | $185.5M | $185.5M | $0 | 8 | 0 |
| Jul 2020 | $185.5M | $185.5M | $0 | 8 | 0 |
| Jun 2020 | $185.5M | $185.5M | $0 | 5 | 0 |
| Mar 2020 | $185.5M | $185.5M | $0 | 5 | 0 |
| May 2019 | $192.4M | $192.4M | $0 | 2 | 0 |
| Mar 2019 | $192.4M | $23.6M | $168.7M | 2 | 0 |
| Mar 2018 | $153.4M | $79.4M | $74M | 2 | 0 |
| Mar 2017 | $188M | $76M | $112M | 2 | 500 |
| Feb 2017 | $184.5M | $70.7M | $113.8M | 2 | 500 |
| Jan 2017 | $184.5M | $70.7M | $113.8M | 2 | 500 |
| Nov 2016 | $184.5M | $70.7M | $113.8M | 2 | 500 |
| Mar 2016 | $173.6M | $53.6M | $120M | 2 | 400 |
| Mar 2016 | $174M | $56M | $118M | 2 | 400 |
| Jan 2016 | $174M | $56M | $118M | 2 | 400 |
| Sep 2015 | $173.8M | $49.2M | $124.6M | 2 | 400 |
| Jul 2015 | $168.6M | $35.9M | $132.7M | 2 | 200 |
| Jan 2015 | $168.6M | $35.9M | $132.7M | 2 | 200 |
| Feb 2014 | $169.4M | $28M | $141.4M | 2 | 200 |
| Jun 2013 | $145.1M | $12M | $133.1M | 2 | 200 |
| Jan 2013 | $145.1M | $12M | $133.1M | 2 | 200 |
| Dec 2012 | $131M | $10M | $121M | 2 | 200 |
| Nov 2012 | $131M | $10M | $121M | 2 | 200 |
| Oct 2012 | $131M | $10M | $121M | 1 | 200 |
| Jan 2012 | $131M | $10M | $121M | 1 | 200 |
| Jan 2011 | $126.7M | $2.3M | $124.4M | 5 | -- |
| Jan 2008 | $122.4M | $8.1M | $114.3M | 10 | -- |
| Feb 2007 | $108.2M | $7.4M | $100.9M | 10 | -- |
| Jan 2007 | $108.2M | $7.4M | $100.9M | 10 | -- |
| Feb 2006 | $101M | $7M | $94M | 10 | -- |
| Dec 2004 | $70.3M | $3.8M | $66.5M | 10 | -- |
| Jul 2004 | $91M | $3M | $88M | 5 | -- |
| Mar 2004 | $91M | $3M | $88M | 5 | -- |
| Mar 2002 | $70M | $0 | $70M | 10 | -- |
DateNov 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$13.2M
Employees44
Clients0
DateOct 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$13.2M
Employees44
Clients0
DateSep 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$13.2M
Employees45
Clients0
DateAug 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$13.2M
Employees45
Clients0
DateJul 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$13.2M
Employees45
Clients0
DateJul 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$13.2M
Employees45
Clients0
DateJul 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$13.2M
Employees45
Clients0
DateJun 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$13.2M
Employees45
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$13.2M
Employees45
Clients0
DateFeb 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$13.2M
Employees45
Clients0
DateFeb 2025
Total AUM$905.6M
Discretionary$862.4M
Non-Disc.$43.2M
Employees833
Clients0
DateJan 2025
Total AUM$905.6M
Discretionary$862.4M
Non-Disc.$43.2M
Employees833
Clients0
DateJan 2025
Total AUM$905.6M
Discretionary$862.4M
Non-Disc.$43.2M
Employees833
Clients0
DateJan 2025
Total AUM$905.6M
Discretionary$862.4M
Non-Disc.$43.2M
Employees833
Clients0
DateDec 2024
Total AUM$905.6M
Discretionary$862.4M
Non-Disc.$43.2M
Employees833
Clients0
DateJun 2024
Total AUM$905.6M
Discretionary$862.4M
Non-Disc.$43.2M
Employees833
Clients0
DateMay 2024
Total AUM$905.6M
Discretionary$862.4M
Non-Disc.$43.2M
Employees833
Clients0
DateMar 2024
Total AUM$905.6M
Discretionary$862.4M
Non-Disc.$43.2M
Employees833
Clients0
DateJan 2024
Total AUM$738.3M
Discretionary$698.8M
Non-Disc.$39.5M
Employees33
Clients0
DateAug 2023
Total AUM$738.3M
Discretionary$698.8M
Non-Disc.$39.5M
Employees33
Clients0
DateAug 2023
Total AUM$738.3M
Discretionary$698.8M
Non-Disc.$39.5M
Employees33
Clients0
DateMay 2023
Total AUM$738.3M
Discretionary$698.8M
Non-Disc.$39.5M
Employees33
Clients0
DateMar 2023
Total AUM$738.3M
Discretionary$698.8M
Non-Disc.$39.5M
Employees33
Clients0
DateOct 2022
Total AUM$601.5M
Discretionary$551.2M
Non-Disc.$50.3M
Employees16
Clients0
DateOct 2022
Total AUM$601.5M
Discretionary$551.2M
Non-Disc.$50.3M
Employees16
Clients0
DateSep 2022
Total AUM$601.5M
Discretionary$551.2M
Non-Disc.$50.3M
Employees16
Clients0
DateSep 2022
Total AUM$601.5M
Discretionary$551.2M
Non-Disc.$50.3M
Employees16
Clients0
DateAug 2022
Total AUM$601.5M
Discretionary$551.2M
Non-Disc.$50.3M
Employees16
Clients0
DateMay 2022
Total AUM$601.5M
Discretionary$551.2M
Non-Disc.$50.3M
Employees16
Clients0
DateMar 2022
Total AUM$601.5M
Discretionary$551.2M
Non-Disc.$50.3M
Employees16
Clients0
DateJan 2022
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees17
Clients0
DateJan 2022
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees17
Clients0
DateAug 2021
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees17
Clients0
DateAug 2021
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees17
Clients0
DateJul 2021
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees17
Clients0
DateMay 2021
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees17
Clients0
DateMay 2021
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees17
Clients0
DateApr 2021
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees17
Clients0
DateApr 2021
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees12
Clients0
DateJan 2021
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees12
Clients0
DateJan 2021
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees12
Clients0
DateOct 2020
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees12
Clients0
DateOct 2020
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees8
Clients0
DateAug 2020
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees8
Clients0
DateJul 2020
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees8
Clients0
DateJul 2020
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$192.4M
Discretionary$192.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$192.4M
Discretionary$23.6M
Non-Disc.$168.7M
Employees2
Clients0
DateMar 2018
Total AUM$153.4M
Discretionary$79.4M
Non-Disc.$74M
Employees2
Clients0
DateMar 2017
Total AUM$188M
Discretionary$76M
Non-Disc.$112M
Employees2
Clients500
DateFeb 2017
Total AUM$184.5M
Discretionary$70.7M
Non-Disc.$113.8M
Employees2
Clients500
DateJan 2017
Total AUM$184.5M
Discretionary$70.7M
Non-Disc.$113.8M
Employees2
Clients500
DateNov 2016
Total AUM$184.5M
Discretionary$70.7M
Non-Disc.$113.8M
Employees2
Clients500
DateMar 2016
Total AUM$173.6M
Discretionary$53.6M
Non-Disc.$120M
Employees2
Clients400
DateMar 2016
Total AUM$174M
Discretionary$56M
Non-Disc.$118M
Employees2
Clients400
DateJan 2016
Total AUM$174M
Discretionary$56M
Non-Disc.$118M
Employees2
Clients400
DateSep 2015
Total AUM$173.8M
Discretionary$49.2M
Non-Disc.$124.6M
Employees2
Clients400
DateJul 2015
Total AUM$168.6M
Discretionary$35.9M
Non-Disc.$132.7M
Employees2
Clients200
DateJan 2015
Total AUM$168.6M
Discretionary$35.9M
Non-Disc.$132.7M
Employees2
Clients200
DateFeb 2014
Total AUM$169.4M
Discretionary$28M
Non-Disc.$141.4M
Employees2
Clients200
DateJun 2013
Total AUM$145.1M
Discretionary$12M
Non-Disc.$133.1M
Employees2
Clients200
DateJan 2013
Total AUM$145.1M
Discretionary$12M
Non-Disc.$133.1M
Employees2
Clients200
DateDec 2012
Total AUM$131M
Discretionary$10M
Non-Disc.$121M
Employees2
Clients200
DateNov 2012
Total AUM$131M
Discretionary$10M
Non-Disc.$121M
Employees2
Clients200
DateOct 2012
Total AUM$131M
Discretionary$10M
Non-Disc.$121M
Employees1
Clients200
DateJan 2012
Total AUM$131M
Discretionary$10M
Non-Disc.$121M
Employees1
Clients200
DateJan 2011
Total AUM$126.7M
Discretionary$2.3M
Non-Disc.$124.4M
Employees5
Clients--
DateJan 2008
Total AUM$122.4M
Discretionary$8.1M
Non-Disc.$114.3M
Employees10
Clients--
DateFeb 2007
Total AUM$108.2M
Discretionary$7.4M
Non-Disc.$100.9M
Employees10
Clients--
DateJan 2007
Total AUM$108.2M
Discretionary$7.4M
Non-Disc.$100.9M
Employees10
Clients--
DateFeb 2006
Total AUM$101M
Discretionary$7M
Non-Disc.$94M
Employees10
Clients--
DateDec 2004
Total AUM$70.3M
Discretionary$3.8M
Non-Disc.$66.5M
Employees10
Clients--
DateJul 2004
Total AUM$91M
Discretionary$3M
Non-Disc.$88M
Employees5
Clients--
DateMar 2004
Total AUM$91M
Discretionary$3M
Non-Disc.$88M
Employees5
Clients--
DateMar 2002
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees10
Clients--