CDP FINANCIAL GROUP, LLC

CDP FINANCIAL GROUP, LLC of LITTLETON, CO is an SEC-registered investment adviser (CRD 155725). Regulatory assets under management: $100.5M.

Registration

• CRD: 155725
• SEC file number: 801-135676
• Type: Registered investment adviser
• Location: 26 W. DRY CREEK CIRCLE, SUITE 460, LITTLETON, CO, 80120
• Phone: 303-794-0706
• Latest filing: 2026-03-25
• Regulatory AUM: $100.5M
• Discretionary AUM: $100.5M
• Clients: 2
• Accounts: 257

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155725 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search