| 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 |
Consolidated Portfolio Review Corp reports $1.3 billion in regulatory assets under management on its Form ADV.
Consolidated Portfolio Review Corp reports 45 employees.
Consolidated Portfolio Review Corp is based in Woodbury, NY and has been SEC-registered since 1991.
Consolidated Portfolio Review Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.28B |
| Non-discretionary | $13.2M |
| Total (RAUM) | $1.29B |