Custom Portfolio Group

Custom Portfolio Group (CRD# 154876) is a financial advisory firm headquartered in Englewood, CO. They manage $99,250,257 in 68 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $1,459,563
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Custom Portfolio Group
Showing 1 - 1 of 1 top financial advisors.
1
David A. Twibell
CRD#: 4850302
9800 Pyramid Court, Suite 302, Englewood, CO 80112
93
Wealthminder
score

David Twibell (CRD# 4850302) is an Investment Advisor Representative working at Custom Portfolio Group in Englewood, CO and has over 6 years of experience in the finance industry.

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