CONSULTING GROUP ADVISORY SERVICES LLC
CRD #137463 SEC #801-64791 PURCHASE, NY 914-225-1000
SEC Registered
Total AUM
$7.8B
Discretionary
$7.8B
Employees
16
Clients
--
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $7.8B | $7.8B | $0 | 16 | 0 |
| Mar 2025 | $7.8B | $7.8B | $0 | 16 | 0 |
| Oct 2024 | $7.1B | $7.1B | $0 | 20 | 0 |
| Oct 2024 | $7.1B | $7.1B | $0 | 20 | 0 |
| Apr 2024 | $7.1B | $7.1B | $0 | 20 | 0 |
| Mar 2024 | $7.1B | $7.1B | $0 | 20 | 0 |
| Aug 2023 | $6.1B | $6.1B | $0 | 20 | 0 |
| Mar 2023 | $6.1B | $6.1B | $0 | 20 | 0 |
| Oct 2022 | $6.9B | $6.9B | $0 | 10 | 0 |
| Aug 2022 | $6.9B | $6.9B | $0 | 10 | 0 |
| Mar 2022 | $6.9B | $6.9B | $0 | 10 | 0 |
| Mar 2021 | $6.9B | $6.9B | $0 | 10 | 0 |
| Mar 2021 | $6.3B | $6.3B | $0 | 10 | 0 |
| Mar 2020 | $6.3B | $6.3B | $0 | 10 | 0 |
| Jan 2020 | $5.6B | $5.6B | $0 | 9 | 0 |
| Mar 2019 | $5.6B | $5.6B | $0 | 9 | 0 |
| Feb 2019 | $6B | $6B | $0 | 9 | 0 |
| Mar 2018 | $6B | $6B | $0 | 9 | 0 |
| Sep 2017 | $5.3B | $5.3B | $0 | 8 | 11 |
| Sep 2017 | $5.3B | $5.3B | $0 | 8 | 11 |
| Jun 2017 | $5.3B | $5.3B | $0 | 8 | 11 |
| Mar 2017 | $5.3B | $5.3B | $0 | 8 | 11 |
| Mar 2017 | $5.3B | $5.3B | $0 | 8 | 11 |
| Jan 2017 | $6B | $6B | $0 | 8 | 11 |
| Jan 2017 | $6B | $6B | $0 | 8 | 11 |
| Apr 2016 | $6B | $6B | $0 | 8 | 11 |
| Mar 2016 | $6B | $6B | $0 | 8 | 11 |
| Nov 2015 | $7B | $7B | $0 | 5 | 11 |
| Oct 2015 | $7B | $7B | $0 | 5 | 11 |
| Aug 2015 | $7B | $7B | $0 | 5 | 11 |
| Mar 2015 | $7B | $7B | $0 | 5 | 11 |
| Jan 2015 | $6.9B | $6.9B | $0 | 4 | 11 |
| Nov 2014 | $6.9B | $6.9B | $0 | 4 | 11 |
| Nov 2014 | $6.9B | $6.9B | $0 | 4 | 11 |
| Jul 2014 | $6.9B | $6.9B | $0 | 4 | 11 |
| Mar 2014 | $6.9B | $6.9B | $0 | 4 | 11 |
| Jan 2014 | $6.3B | $6.3B | $0 | 4 | 11 |
| Dec 2013 | $6.3B | $6.3B | $0 | 4 | 11 |
| Jul 2013 | $6.3B | $6.3B | $0 | 4 | 11 |
| Jul 2013 | $6.3B | $6.3B | $0 | 4 | 11 |
| Jul 2013 | $6.3B | $6.3B | $0 | 4 | 11 |
| Apr 2013 | $6.3B | $6.3B | $0 | 4 | 11 |
| Mar 2012 | $6.2B | $6.2B | $0 | 11 | 11 |
| Apr 2011 | $7.1B | $7.1B | $0 | -- | -- |
| Apr 2011 | $7.1B | $7.1B | $0 | -- | -- |
| Mar 2011 | $7.1B | $7.1B | $0 | -- | -- |
| Mar 2011 | $6.6B | $6.6B | $0 | -- | -- |
| Mar 2011 | $6.6B | $6.6B | $0 | -- | -- |
| Feb 2011 | $6.6B | $6.6B | $0 | -- | -- |
| Feb 2011 | $6.6B | $6.6B | $0 | -- | -- |
| Feb 2011 | $6.6B | $6.6B | $0 | -- | -- |
| Feb 2011 | $6.6B | $6.6B | $0 | -- | -- |
| Feb 2011 | $6.6B | $6.6B | $0 | -- | -- |
| Feb 2011 | $6.6B | $6.6B | $0 | -- | -- |
| Oct 2010 | $6.6B | $6.6B | $0 | -- | -- |
| Jul 2010 | $6.6B | $6.6B | $0 | -- | -- |
| Mar 2010 | $6.6B | $6.6B | $0 | -- | -- |
| Sep 2009 | $5.7B | $5.7B | $0 | -- | -- |
| Sep 2007 | $7.9B | $7.9B | $0 | -- | -- |
| Aug 2007 | $7.9B | $7.9B | $0 | -- | -- |
| Mar 2007 | $7.9B | $7.9B | $0 | -- | -- |
| Nov 2005 | $0 | $0 | $0 | 10 | -- |
| Nov 2005 | $0 | $0 | $0 | 10 | -- |
| Sep 2005 | $0 | $0 | $0 | 10 | -- |
DateJun 2025
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees16
Clients0
DateOct 2024
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees20
Clients0
DateOct 2024
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees20
Clients0
DateApr 2024
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees20
Clients0
DateAug 2023
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees20
Clients0
DateMar 2023
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees20
Clients0
DateOct 2022
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees10
Clients0
DateAug 2022
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees10
Clients0
DateJan 2020
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees9
Clients0
DateFeb 2019
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees8
Clients11
DateSep 2017
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees8
Clients11
DateJun 2017
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees8
Clients11
DateMar 2017
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees8
Clients11
DateMar 2017
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees8
Clients11
DateJan 2017
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees8
Clients11
DateJan 2017
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees8
Clients11
DateApr 2016
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees8
Clients11
DateMar 2016
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees8
Clients11
DateNov 2015
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees5
Clients11
DateOct 2015
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees5
Clients11
DateAug 2015
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees5
Clients11
DateMar 2015
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees5
Clients11
DateJan 2015
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees4
Clients11
DateNov 2014
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees4
Clients11
DateNov 2014
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees4
Clients11
DateJul 2014
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees4
Clients11
DateMar 2014
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees4
Clients11
DateJan 2014
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees4
Clients11
DateDec 2013
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees4
Clients11
DateJul 2013
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees4
Clients11
DateJul 2013
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees4
Clients11
DateJul 2013
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees4
Clients11
DateApr 2013
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees4
Clients11
DateMar 2012
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees11
Clients11
DateApr 2011
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$7.9B
Discretionary$7.9B
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$7.9B
Discretionary$7.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$7.9B
Discretionary$7.9B
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--