Custom Portfolio Group
Custom Portfolio Group (CRD# 154876) is a financial advisory firm headquartered in Englewood, CO. They manage $114,651,413 in 74 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management115MILLION
Total Number of Accounts74ACCOUNTS
Average Account Value$1,549,343
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Twibell (CRD# 4850302) is an Investment Advisor Representative working at Custom Portfolio Group in Englewood, CO and has over 7 years of experience in the finance industry.