Consolidated Portfolio Review Corp
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 112694
· SEC file 801-38795
· Woodbury, NY
· www.paramountfingrp.com
☆ Save with Pro
ADV data as of Jun 01, 2026
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 6,228
- Avg AUM / client
- $256K
- Accounts
- 6,228
- Employees
- 56
AUM over time
$131M
$1.6B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5,894 | $890M | 55.9% |
| High net worth individuals | 293 | $690M | 43.3% |
| Pension and profit sharing plans | 41 | $12.5M | 0.78% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Titanium Healthcare, Inc. 401(k) Plan Titanium Healthcare, Inc. | 2024 | |
| Drum Workshop, Inc. 401(k) Profit Sharing Plan Drum Workshop, Inc. | 2024 |
People (67)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Plapp, Megan, Lynn | Chief Financial Officer | Oct 2018 (8y) | Less than 5% | |
| Stephen Alfred Distante | Ceo | Jun 2020 (6y) | Less than 5% | |
| Daniel Antenor, Jr | Chief Operations Officer | Sep 2020 (6y) | Less than 5% | |
| Joseph John Trifiletti | President | Nov 2020 (6y) | Less than 5% | |
| Steven Matthew Howe | Director Of Business Development | Nov 2021 (5y) | Less than 5% | |
| Michelle Denise Thomas | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Monroe M Diefendorf | Registered representative | Chartered Financial Consultant | Feb 2017 (9y) | |
| Michael William Radakovich | Registered representative | CFP Chartered Financial Consultant | Oct 2020 (6y) | |
| William Louis Fisher | Registered representative | Oct 2020 (6y) | ||
| John Curtis Stoller | Registered representative | Oct 2020 (6y) | ||
| Kenneth Neil Martinson | Registered representative | Oct 2020 (6y) | ||
| Jeffrey A Higgs | Registered representative | CFP | Feb 2021 (5y) | |
| Matthew Samuel Rendell | Registered representative | CFP | Feb 2021 (5y) | |
| Thomas Charles Palumbo | Registered representative | Chartered Financial Consultant | Feb 2021 (5y) | |
| Christopher J Natale | Registered representative | Feb 2021 (5y) | ||
| Robert Douglas Halbreiner | Registered representative | Feb 2021 (5y) | ||
| Thomas O Brien Turner | Registered representative | Apr 2021 (5y) | ||
| Ivory Jerome Johnson | Registered representative | CFP | Aug 2021 (5y) | |
| Sandra Lee Hay Magdaleno | Registered representative | CFP | Jan 2022 (5y) | |
| Christopher Robert Sharry | Registered representative | CFP | Jul 2022 (4y) | |
| Daniel Jason Bredow | Registered representative | Jul 2022 (4y) | ||
| Trevor R Randall | Registered representative | CFP | Aug 2022 (4y) | |
| Joshua John Hattig | Registered representative | CFP | Aug 2022 (4y) | |
| Andrea Steiner | Registered representative | Aug 2022 (4y) | ||
| James Bernard Plummer | Registered representative | Aug 2022 (4y) | ||
| Scott Richard Mrozek | Registered representative | Sep 2022 (4y) | ||
| Stephen Douglas Vallender | Registered representative | CFP | Sep 2022 (4y) | |
| Alfred Louis Boutiette | Registered representative | Sep 2022 (4y) | ||
| Kenneth Paul Hewitt | Registered representative | Feb 2023 (3y) | ||
| David Lau | Registered representative | Apr 2023 (3y) | ||
| Jeffrey Alan Monfette | Registered representative | May 2023 (3y) | ||
| Samantha Jill Lompado | Registered representative | May 2023 (3y) | ||
| Kimberly A Mallas | Registered representative | Feb 2024 (2y) | ||
| Brett Rogers Henderson | Registered representative | Jun 2024 (2y) | ||
| Patricia Lynn Ramirez | Registered representative | Sep 2024 (2y) | ||
| Gino Nick Chiappetta | Registered representative | CFP | Oct 2024 (2y) | |
| Duane Anthony Johnson | Registered representative | Chartered Financial Consultant | Nov 2024 (2y) | |
| Isabel Cristina Arbaiza | Registered representative | Nov 2024 (2y) | ||
| Robert Carroll Jones | Registered representative | Nov 2024 (2y) | ||
| Karen Elizabeth Vaught | Registered representative | Dec 2024 (2y) | ||
| Robert Wade Eldridge | Registered representative | Jan 2025 (2y) | ||
| Xiaoyong Wang | Registered representative | CFP | Feb 2025 (1y) | |
| Megan Marie Palazzo | Registered representative | Mar 2025 (1y) | ||
| Matthew Miller | Registered representative | Apr 2025 (1y) | ||
| Ralph Sadler Powell | Registered representative | Apr 2025 (1y) | ||
| Cary Edward Urich | Registered representative | May 2025 (1y) | ||
| Steven George Yazell | Registered representative | Jun 2025 (1y) | ||
| Anthony D Mc Mullen | Registered representative | Jun 2025 (1y) | ||
| Ian Joseph Tollefsen | Registered representative | CFP | Jun 2025 (1y) | |
| Donald D Dalton | Registered representative | Sep 2025 (1y) | ||
| Michael John Kiley | Registered representative | Oct 2025 (1y) | ||
| Stanley Bernard Starr | Registered representative | Nov 2025 (1y) | ||
| Thomas Donald Bacon | Registered representative | Dec 2025 (1y) | ||
| Jason Tyler Greenwood | Registered representative | Jan 2026 (1y) | ||
| Howard Jeffrey Douglas | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) | |
| Gang Lu | Registered representative | Feb 2026 (0y) | ||
| Alex Darroudi | Registered representative | Mar 2026 (0y) | ||
| Lionel James Edmonson | Registered representative | CFP | Mar 2026 (0y) | |
| Richard Thomas Hern | Registered representative | CFP | Mar 2026 (0y) | |
| Bryan Anthony Richardson | Registered representative | Mar 2026 (0y) | ||
| Carli Sandra Piccolella | Registered representative | May 2026 (0y) | ||
| John Higgins Vii | Registered representative | CFP | May 2026 (0y) | |
| Kristin Sanguino | Registered representative | May 2026 (0y) | ||
| Steven Dominic Cacciutti | Registered representative | Jun 2026 (0y) | ||
| Michael James Mcneely | Registered representative | Jun 2026 (0y) | ||
| Jeremiah Ryan Greenleaf | Registered representative | Jun 2026 (0y) | ||
| Quentin Leroy Robb | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vas Ii Holdings, Llc | Shareholder | Jun 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Titanium Healthcare, Inc. 401(k) Plan | Titanium Healthcare, Inc. | 218 | $1.4M | 01/01/2024 |
| Drum Workshop, Inc. 401(k) Profit Sharing Plan | Drum Workshop, Inc. | 184 | $17.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 1.54 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- TD Ameritrade $226M (37% of AUM) Oct 2022
- Fidelity Institutional Wealth Services $84.7M (14% of AUM) Oct 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗