firm profile
Consulting Group Advisory Services LLC
Overview
Consulting Group Advisory Services LLC is an SEC registered investment adviser based in Purchase, NY, registered since 2005. It reports $9.8B in assets under management across 12 accounts, with 17 employees.
- Reported AUM
- $9.8B
- Discretionary
- 100%
- Accounts
- 12
- Average account
- $818M
- Employees
- 17
- Registered since
- 2005
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 3 of 4
- Paul Emmanuel Ricciardelli Director, Chief Executive Officer, President CRD 2505633
- Gary Ryan Roberts Chief Compliance Officer CRD 6278410
- Alison Courtney Nest Director CRD 4946461
1 more executive officer, with direct contact details
Location
- Headquarters
- 2000 Westchester Ave
Purchase, NY 10577 - County
- Westchester
- Metro area
- New York-Newark-Jersey City, NY-NJ-PA
- Region
- Northeast
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