CRD: 112694
Consolidated Portfolio Review Corp
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-02-1991
- Office Locations
- 45
Office Locations
About Consolidated Portfolio Review Corp
3 Dimensional Wealth Advisory (Consolidated Portfolio Review Corp) provides wealth management focused on “total wealth” planning—personal, financial, and social impact goals. It offers advisory services alongside brokerage and insurance solutions, with portfolio construction and ETF/mutual fund implementation. Serves retail and institutional channels and clears through Fidelity and Schwab; the firm cites wealth‑management thought leadership dating to 1875.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL ANTENOR, JR
Chief Happiness Officer, Chief Operations Officer
- CRD
- #5839052
- Ownership
- Less than 5%
STEPHEN ALFRED DISTANTE
Chairman, Chief Executive Officer, Financial Advisor
- CRD
- #2206574
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Isabel Cristina Arbaiza
--
- CRD
- #7470273
THOMAS DONALD BACON
--
- CRD
- #1957332
Showing 2 of 67 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,579,379,532 | $255,274 |
| Non-Discretionary | $12,480,529 | $304,403 |
| Total | $1,591,860,061 | $255,597 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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