CUSTOM PORTFOLIO GROUP LLC

CUSTOM PORTFOLIO GROUP LLC of ENGLEWOOD, CO is an SEC-registered investment adviser (CRD 154876). Regulatory assets under management: $175.6M.

Registration

• CRD: 154876
• SEC file number: 801-80949
• Type: Registered investment adviser
• Location: 9800 PYRAMID COURT, SUITE 400, ENGLEWOOD, CO, 80112
• Phone: 720.259.5113
• Latest filing: 2024-03-27
• Regulatory AUM: $175.6M
• Discretionary AUM: $175.6M
• Clients: 4
• Accounts: 454

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 154876 on SEC IAPD (source of record)
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