Consulting Group Advisory Services LLC

% of assets managed in Purchase, NY

SEC registeredNo commissions reported

Call (914) 225-1000 Send a message Map ↗

Public-record details

Address: 2000 Westchester Avenue, Purchase, NY 10577
Phone: (914) 225-1000
Listed under: % of assets managed
CRD number: 137463
Registration: SEC registered since 2005-11-29
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Selection of other advisers
Regulatory assets under management: $9.8 billion
Accounts managed: 12
Clients reported (Form ADV 5.D): 12
Employees: 17
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: Yes — see IAPD for details
Latest Form ADV filing: 2026-03-24

SEC registered investment adviser, CRD 137463, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 137463 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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