CUSTOM PORTFOLIO GROUP
CUSTOM PORTFOLIO GROUP LLC Legal Name
Adviser information for CUSTOM PORTFOLIO GROUP last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 454 | $175.6M |
| Non-Discretionary | 0 | $0 |
| Total | 454 | $175.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 38 | $16.5M |
| HNW Individuals | 50 | $146.7M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | 6 | $12.4M |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-80949 |
|---|---|
| SEC ERA File Number | 801-80949 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 154876 |
| Legal Entity Identifier | None |
Principal Office
9800 PYRAMID COURTSUITE 400
ENGLEWOOD
CO
United States
Monday - Friday, 9-5
Tel: 720.259.5113, Fax: 888.355.3018
Websites
Chief Compliance Officer
DAVID A. TWIBELL
PRESIDENT
9800 PYRAMID COURT
STE. 400
ENGLEWOOD
CO
United States
Tel:
720-259-5113
D*******@***********M
(Full email address available in API data)
Regulatory Contact
DAVID TWIBELL
PRESIDENT
9800 PYRAMID COURT
SUITE 400
ENGLEWOOD
CO
United States
Tel:
720.259.5113
D*******@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TWIBELL, DAVID, ANTHONY | Individual | – | PRESIDENT, CCO & MANAGING MEMBER | 08/2010 | > 75% |