Assets Under Management
$1.3B
Number of Clients
4,821
Number of Advisors
50
Average Client AUM
$269K
AUM per Advisor
$25.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Consolidated Portfolio Review (CPR), operating within Vanderbilt Financial Group, offers tailored investment services. Advisor Representatives, as independent contractors, provide advisory services alongside other financial solutions. CPR offers discretionary and non-discretionary managed accounts, VFG Tactical ETF Model Portfolios, and financial planning/consulting services.
125 Froehlich Farm Blvd., Woodbury, NY, 11797