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Building 2CDP FINANCIAL GROUP, LLC

Map pinLITTLETON, CO
Phone303-794-0706
NotebookSEC #801-135676
Total AUM
$100.5M
Employees
2
Clients
110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26 W. DRY CREEK CIRCLE
SUITE 460
LITTLETON
CO 80120
United States
Operating Hours
8AM TO 4PM
Monday - Friday
Phone
303-794-0706

ReceiptFinancials

Total AUM
$100.5M
Accounts
257
Discretionary
$100.5M
Accounts
257
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$25M
HNW Individual Clients
24
AUM
$75.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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