Custom Portfolio Group

Custom Portfolio Group (CRD# 154876) is a financial advisory firm headquartered in Englewood, CO. They manage $175,585,646 in 454 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
9800 Pyramid Court, Suite 400, Englewood, CO 80112
http://www.custompg.com
By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    454
    ACCOUNTS
  • Average Account Value
    $386,753
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Custom Portfolio Group
Showing 1 - 1 of 1 top financial advisors.
1
David Twibell, financial advisor Englewood CO
David A. Twibell
CRD#: 4850302
9800 Pyramid Court, Suite 400, Englewood, CO 80112

David Twibell (CRD# 4850302) is an Investment Advisor Representative working at Custom Portfolio Group in Englewood, CO and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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