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CONSOLIDATED PORTFOLIO REVIEW CORP
CRD 112694File 801-38795
APPROVED
Retail clients
Filing as of Jun 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.59B
Top 25% of cohort (national)
Discretionary AUM
$1.58B
Non-discretionary $12.5M
Clients
6,228
6,228 accounts
Employees
56
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 2, 1991
- Principal office
- 125 FROEHLICH FARM BLVD., WOODBURY, NY, 11797
- Phone
- 631-845-5100
- Website
- https://www.lawm.org/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.59B
- Discretionary AUM
- $1.58B
- Non-discretionary AUM
- $12.5M
- Discretionary accounts
- 6,187
- Non-discretionary accounts
- 41
- Total accounts
- 6,228
- AUM per client
- $256K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 293 | $689.7M |
| Pension and profit sharing plans | 41 | $12.5M |
| Individuals (other than high net worth individuals) | 5,894 | $889.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 44 | 56 | increased by12 |
| Apr 1, 2026 | Clients | 4,821 | 6,228 | increased by1,407 |
| Apr 1, 2026 | AUM | $1,294,955,167 | $1,591,860,061 | increased by$296,904,894 |
| Apr 1, 2026 | Accounts | 4,821 | 6,228 | increased by1,407 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 45 | 44 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 45 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,753 | 4,821 | increased by3,068 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $601,513,554 | $1,294,955,167 | increased by$693,441,613 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,753 | 4,821 | increased by3,068 |
| Apr 1, 2022 | Employees | 17 | 16 | decreased by1 |
| Apr 1, 2022 | Clients | 1,650 | 1,753 | increased by103 |
| Apr 1, 2022 | AUM | $470,728,002 | $601,513,554 | increased by$130,785,552 |
| Apr 1, 2022 | Accounts | 1,650 | 1,753 | increased by103 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONSOLIDATED PORTFOLIO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONSOLIDATED PORTFOLIO” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.