{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/112694#adviser","name":"CONSOLIDATED PORTFOLIO REVIEW CORP","alternateName":"CONSOLIDATED PORTFOLIO REVIEW CORP","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"112694"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-38795"}],"address":{"@type":"PostalAddress","addressLocality":"WOODBURY","addressRegion":"NY","postalCode":"11797","addressCountry":"United States"},"url":"https://amcapwealth.com/","description":"CONSOLIDATED PORTFOLIO REVIEW CORP is a Registered Investment Adviser based in WOODBURY, NY. Reports $1,591,860,061 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":1591860061},{"@type":"PropertyValue","propertyID":"Number of accounts","value":6228},{"@type":"PropertyValue","propertyID":"Employees","value":56},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/112694","https://reports.adviserinfo.sec.gov/reports/ADV/112694/PDF/112694.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-26T18:55:18.756Z"}}