Consolidated Portfolio Review Corp
● SEC registered since 1991CRD 112694SEC# 801-38795Woodbury, NY
Reg. AUM
$1.59B
Employees
56
Accounts
6,228
Location
Woodbury, NY
Consolidated Portfolio Review Corp assets under management
Consolidated Portfolio Review Corp operates as an SEC-registered investment adviser based in Woodbury, NY. The firm has been registered since 1991. It reports $1.6 billion in regulatory assets under management and employs 56 people.
Consolidated Portfolio Review Corp owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph John Trifiletti Control | President | Under 5% | 2021 |
| Jr Daniel Antenor Control | Chief Operations Officer | Under 5% | 2022 |
| Megan Lynn Plapp | Chief Financial Officer | Under 5% | 2018 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Consolidated Portfolio Review Corp manage?
Consolidated Portfolio Review Corp reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Consolidated Portfolio Review Corp have?
Consolidated Portfolio Review Corp reports 56 employees.
Where is Consolidated Portfolio Review Corp located?
Consolidated Portfolio Review Corp is based in Woodbury, NY and has been SEC-registered since 1991.
Does Consolidated Portfolio Review Corp disclose fund performance?
Consolidated Portfolio Review Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 125 Froehlich Farm Blvd., Woodbury, NY 11797 |
| Phone | 631-845-5100 |
| Fax | 631-845-4531 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.59B▲ 76%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$1.59Bregulatory AUM
Discretionary $1.58BNon-discretionary $12.5M