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CUSTOM PORTFOLIO GROUP LLC
CUSTOM PORTFOLIO GROUP LLC
CUSTOM PORTFOLIO GROUP
ENGLEWOOD, Colorado
·
1 registered advisor
·
CRD# 154876
SEC# 801-80949
0
720.259.5113
01
Firm Overview
AUM
$176M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CUSTOM PORTFOLIO GROUP LLC
1 registered advisor
David Anthony Twibell
ENGLEWOOD, Colorado
CRD# 4850302
05
Office Locations
ENGLEWOOD, Colorado
1 advisor
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Data sourced from SEC Form ADV filings. CUSTOM PORTFOLIO GROUP LLC (CRD# 154876) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.