AdvisorOS Directory
Claim Profile
Unclaimed Profile
DT

David Anthony Twibell

CUSTOM PORTFOLIO GROUP LLC·ENGLEWOOD, Colorado
Clean recordCUSTOM PORTFOLIO GROUP LLC
9800 PYRAMID COURT, ENGLEWOOD, CO 80112CRD# 4850302Firm CRD# 154876

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Anthony Twibell · ENGLEWOOD, CO
Registration
CRD #4850302 · CUSTOM PORTFOLIO GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Anthony Twibell is a registered financial advisor based in ENGLEWOOD, Colorado, affiliated with CUSTOM PORTFOLIO GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CUSTOM PORTFOLIO GROUP LLC
CUSTOM PORTFOLIO GROUP
AUM
$176M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CUSTOM PORTFOLIO GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4850302
Firm CRD# 154876
View on FINRA BrokerCheck →

Looking for a financial advisor in ENGLEWOOD?

Browse all registered financial advisors in ENGLEWOOD, Colorado or claim this profile if it's yours.

Browse ENGLEWOOD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Anthony Twibell offer?
David Anthony Twibell specializes in Financial Planning, Investment Management. Contact their office in ENGLEWOOD, Colorado for a consultation.
What are David Anthony Twibell's credentials?
David Anthony Twibell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Anthony Twibell located?
David Anthony Twibell is based in ENGLEWOOD, Colorado, working with CUSTOM PORTFOLIO GROUP LLC. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.
How does David Anthony Twibell charge for services?
David Anthony Twibell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CUSTOM PORTFOLIO GROUP LLC?
CUSTOM PORTFOLIO GROUP LLC has approximately 4 employees and manages $176M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in ENGLEWOOD, Colorado

Keys Ericson Tinney
AVEO CAPITAL PARTNERS, LLC·ENGLEWOOD, CO
Dean Allen Rager
GENEOS WEALTH MANAGEMENT, INC.·ENGLEWOOD, CO
Jeffrey Gene Engelman
PRISM FINANCIAL STRATEGIES, LLC·ENGLEWOOD, CO
Jacob John Coheley
LINCOLN ENERGY HOLDINGS LLC·ENGLEWOOD, CO
John Patrick Lynch
WEALTH WATCH ADVISORS, INC·ENGLEWOOD, CO
Benjamin Harold Schuessler
LINCOLN ENERGY HOLDINGS LLC·ENGLEWOOD, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)LITTLETON (58)FORT COLLINS (38)LONE TREE (33)MONUMENT (27)ASPEN (27)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Request removal of this profile