CUSTOM PORTFOLIO GROUP

9800 Pyramid Court
Suite 400
Englewood, Colorado 80112
Tel: 720.259.5113

About CUSTOM PORTFOLIO GROUP

CUSTOM PORTFOLIO GROUP, formally registered with the SEC as CUSTOM PORTFOLIO GROUP. The firm was established in 02/25/2015. They have over 1 offices throughout the country.

CUSTOM PORTFOLIO GROUP is a Englewood, Colorado based Financial Planning firm with nearly $148,596,197 assets under management, offering retirement planning & investment advisory services to 440 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154876
SEC#	801-80949
Assets Managed by Firm	$148,596,197
No. of Clients	440
No. of Advisors	4

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	440	$148,596,197
Individuals (other than high net worth individuals)	24	$6,232,557
High net worth individuals	56	$132,755,221
Charitable organizations	6	$9,608,419

Inquire with CUSTOM PORTFOLIO GROUP

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