Overview
Assets Under Management: $176 million
Headquarters: ENGLEWOOD, CO
High-Net-Worth Clients: 50
Average Client Assets: $2.9 million
Frequently Asked Questions
CUSTOM PORTFOLIO GROUP 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 #154876), CUSTOM PORTFOLIO GROUP is subject to fiduciary duty under federal law.
CUSTOM PORTFOLIO GROUP is headquartered in ENGLEWOOD, CO.
CUSTOM PORTFOLIO GROUP serves 50 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, CUSTOM PORTFOLIO GROUP offers financial planning and portfolio management for individuals. View all service details ↓
CUSTOM PORTFOLIO GROUP manages $176 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, CUSTOM PORTFOLIO GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.54%
Average Client Assets: $2.9 million
Total Client Accounts: 454
Discretionary Accounts: 454
Regulatory Filings
CRD Number: 154876
Filing ID: 1852967
Last Filing Date: 2024-03-27 16:42:00