Overview
Assets Under Management: $100 million
Headquarters: LITTLETON, CO
High-Net-Worth Clients: 24
Average Client Assets: $3.1 million
Frequently Asked Questions
CDP FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155725), CDP FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
CDP FINANCIAL GROUP, LLC is headquartered in LITTLETON, CO.
CDP FINANCIAL GROUP, LLC serves 24 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, CDP FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CDP FINANCIAL GROUP, LLC manages $100 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, CDP FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.08%
Average Client Assets: $3.1 million
Total Client Accounts: 257
Discretionary Accounts: 257
Regulatory Filings
CRD Number: 155725
Filing ID: 2079527
Last Filing Date: 2026-03-25 10:55:45