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CUSTOM PORTFOLIO GROUP
ENGLEWOOD, CO
720.259.5113
SEC #801-71788Total AUM
$78.8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9800 PYRAMID COURT
SUITE 302
ENGLEWOOD
CO 80112
United States
SUITE 302
ENGLEWOOD
CO 80112
United States
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
720.259.5113
Financials
Total AUM
$78.8M
Accounts
60Discretionary
$75.4M
Accounts
58Non-Discretionary
$3.5M
Accounts
2
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CO
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.