Anthony D Mcmullen

Consolidated Portfolio Review CORP

18 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Consolidated Portfolio Review CORP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

50 advisors

Number of Clients

4,821 clients

Average Client Portfolio

$269K average

Assets Under Management

$1.3B

Fee Structure

Minimum Annual Fee:$90

Location

230 Amherst Street, Nashua, NH, 03063

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2016

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Anthony is the President/Owner of Paramount Financial Group, offering insurance, financial services, wealth management, and financial planning, dedicating full-time hours to this role. He is also a co-owner of AM Northwoods, LLC, a real estate investment company, spending minimal time on this activity.