Consultng Group Advisory Services LLC is a large advisory firm based in Purchase. It manages $6.64 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2010.
Consultng Group Advisory Services provides portfolio management for investment companies, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Consultng Group Advisory Services LLC is $6.64 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Consultng Group Advisory Services LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Charles Dean Johnston has been acting as President since 1 Sep 2009. Jeffrey Allen Gelfand joined the executive team most recently as the Chief Financial Officer.
The principal office where Consultng Group Advisory Services LLC performs its advisory services is located at 2000 Westchester Avenue, Purchase, NY 10577 6477, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-225-7347 or by fax 203-702-4208. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday.