Consultng Group Advisory Services LLC (Purchase)

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.

Consultng Group Advisory Services: assets under management

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 firm manages $6.64 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $603.39 million each.

Fees & Commissions

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.

Careers at Consultng Group Advisory Services LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Morgan Stanley Smith Barney Holdings Llc	Member	1 May 2009	75% - 100%	26-4310632
Matthew Paul Knapp	Chief compliance officer	1 Jun 2009	Other	2514353
James Patrick Gorman	Chief executive officer	1 Sep 2009	Other	4026328
Charles Dean Johnston	President	1 Sep 2009	Other	861838
Jeffrey Allen Gelfand	Chief financial officer	1 Sep 2009	Other	3198911
Debra Marsha Aaron	Vice president	1 Sep 2009	Other	1572676
Jeffrey S Brodsky	Vice president	1 Sep 2009	Other	1729074
Harvey Bertram Mogenson	Vice president	1 Sep 2009	Other	2883209
Louis Angelo Palladino	Vice president	1 Sep 2009	Other	2630899
James Arthur Rosenthal	Vice president	1 Sep 2009	Other	4490808
Bruce R Sandberg	Vice president	1 Sep 2009	Other	1827143
Jessica G. Gorman Taylor	Vice president	1 Sep 2009	Other	1504143

Indirect Owners

The SEC currently registers 12 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Citigroup Inc.	Shareholder	1 Nov 1997	75% - 100%	52-1568099
Morgan Stanley	Shareholder	1 May 1998	75% - 100%	36-3145972
Citigroup Global Markets Holdings Inc.	Shareholder	1 Sep 1998	75% - 100%	11-2418067
Citigroup Financial Products Inc.	Shareholder	1 Sep 1998	75% - 100%	13-2340203
Morgan Stanley & Co. Incorporated	Member	1 Feb 2009	50% - 75%	8209
Citigroup Global Markets Inc.	Member	1 Feb 2009	25% - 50%	7059
Ms Alpha Holdings Llc	Member	1 May 2009	50% - 75%	27-0191161
Ms Beta Holdings Llc	Member	1 May 2009	25% - 50%	27-0203230
Ms Financing Inc	Member	1 May 2009	75% - 100%	13-3375162
Morgan Stanley Tower Llc	Shareholder	1 May 2009	75% - 100%	00-0000000
Morgan Stanley	Member	1 May 2009	75% - 100%	36-3145972
Morgan Stanley Jv Holdings Llc	Member	1 Jun 2009	25% - 50%	27-0274564

Based in Purchase

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.