← Tributary

CONSULTING GROUP ADVISORY SERVICES LLC

PURCHASE, NY · CRD 137463 · IAPD ↗ · 914-225-1000

$9.82BRegulatory AUM
9Advisory reps
17Employees
0Clients
n/aPlanning clients
0Private funds
0States
2Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
April 2026 — CONSULTING GROUP ADVISORY SERVICES LLC reported RAUM up 26% ($7.79B -> $9.82B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.