CUSTOM PORTFOLIO GROUP LLC
Legal name: CUSTOM PORTFOLIO GROUP
CRD #154876 SEC #801-80949 ENGLEWOOD, CO 720.259.5113
SEC Registered
Total AUM
$175.6M
Discretionary
$175.6M
Employees
4
Clients
51
Accounts
454
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $175.6M | $175.6M | $0 | 4 | 0 |
| Aug 2023 | $148.6M | $148.6M | $0 | 4 | 0 |
| Mar 2023 | $148.6M | $148.6M | $0 | 4 | 0 |
| Mar 2022 | $172.4M | $170.7M | $1.7M | 4 | 0 |
| Mar 2021 | $157.3M | $146.1M | $11.2M | 4 | 0 |
| Jun 2020 | $137.5M | $126.3M | $11.2M | 4 | 0 |
| Mar 2020 | $137.5M | $126.3M | $11.2M | 4 | 0 |
| Mar 2019 | $123.7M | $116.5M | $7.2M | 4 | 0 |
| Mar 2018 | $130M | $120M | $10M | 4 | 0 |
| Mar 2017 | $114.7M | $106.8M | $7.8M | 4 | 26 |
| Apr 2016 | $99.3M | $92.2M | $7.1M | 4 | 26 |
| Mar 2016 | $99.3M | $92.2M | $7.1M | 4 | 26 |
| Feb 2015 | $100.3M | $93.4M | $6.9M | 4 | 26 |
| Jan 2015 | $100.3M | $93.4M | $6.9M | 4 | 26 |
| Mar 2012 | $78.8M | $75.4M | $3.5M | 1 | 26 |
| Jun 2011 | $79.7M | $76.5M | $3.3M | 5 | -- |
| Apr 2011 | $80.8M | $77.6M | $3.3M | 5 | -- |
| Mar 2011 | $60.8M | $57.6M | $3.3M | 5 | -- |
| Mar 2011 | $60.8M | $57.6M | $3.3M | 5 | -- |
| Aug 2010 | $90M | $90M | $0 | 5 | -- |
DateMar 2024
Total AUM$175.6M
Discretionary$175.6M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$172.4M
Discretionary$170.7M
Non-Disc.$1.7M
Employees4
Clients0
DateMar 2021
Total AUM$157.3M
Discretionary$146.1M
Non-Disc.$11.2M
Employees4
Clients0
DateJun 2020
Total AUM$137.5M
Discretionary$126.3M
Non-Disc.$11.2M
Employees4
Clients0
DateMar 2020
Total AUM$137.5M
Discretionary$126.3M
Non-Disc.$11.2M
Employees4
Clients0
DateMar 2019
Total AUM$123.7M
Discretionary$116.5M
Non-Disc.$7.2M
Employees4
Clients0
DateMar 2018
Total AUM$130M
Discretionary$120M
Non-Disc.$10M
Employees4
Clients0
DateMar 2017
Total AUM$114.7M
Discretionary$106.8M
Non-Disc.$7.8M
Employees4
Clients26
DateApr 2016
Total AUM$99.3M
Discretionary$92.2M
Non-Disc.$7.1M
Employees4
Clients26
DateMar 2016
Total AUM$99.3M
Discretionary$92.2M
Non-Disc.$7.1M
Employees4
Clients26
DateFeb 2015
Total AUM$100.3M
Discretionary$93.4M
Non-Disc.$6.9M
Employees4
Clients26
DateJan 2015
Total AUM$100.3M
Discretionary$93.4M
Non-Disc.$6.9M
Employees4
Clients26
DateMar 2012
Total AUM$78.8M
Discretionary$75.4M
Non-Disc.$3.5M
Employees1
Clients26
DateJun 2011
Total AUM$79.7M
Discretionary$76.5M
Non-Disc.$3.3M
Employees5
Clients--
DateApr 2011
Total AUM$80.8M
Discretionary$77.6M
Non-Disc.$3.3M
Employees5
Clients--
DateMar 2011
Total AUM$60.8M
Discretionary$57.6M
Non-Disc.$3.3M
Employees5
Clients--
DateMar 2011
Total AUM$60.8M
Discretionary$57.6M
Non-Disc.$3.3M
Employees5
Clients--
DateAug 2010
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--