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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TWIBELL, DAVID, A. | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TWIBELL, DAVID, A. | I | PRESIDENT | E | Control |
| TWIBELL, DAVID, A. | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TWIBELL, DAVID, A. | I | PRESIDENT | E | Control |
| TWIBELL, DAVID, A. | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TWIBELL, DAVID, A. | I | PRESIDENT | E | Control |
| TWIBELL, DAVID, A. | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TWIBELL, DAVID, A. | I | PRESIDENT | E | Control |
| TWIBELL, DAVID, A. | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TWIBELL, DAVID, A. | I | PRESIDENT | E | Control |
| TWIBELL, DAVID, A. | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TWIBELL, DAVID, A. | I | PRESIDENT | E | Control |
| TWIBELL, DAVID, A. | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TWIBELL, DAVID, A. | I | PRESIDENT | E | Control |
| TWIBELL, DAVID, ANTHONY | I | PRESIDENT, CCO & MANAGING MEMBER | E | Control |
| TWIBELL, DAVID, ANTHONY | I | PRESIDENT, CCO & MANAGING MEMBER | E | Control |
| TWIBELL, DAVID, ANTHONY | I | PRESIDENT, CCO & MANAGING MEMBER | E | Control |
| TWIBELL, DAVID, ANTHONY | I | PRESIDENT, CCO & MANAGING MEMBER | E | Control |
| TWIBELL, DAVID, ANTHONY | I | PRESIDENT, CCO & MANAGING MEMBER | E | Control |
| TWIBELL, DAVID, ANTHONY | I | PRESIDENT, CCO & MANAGING MEMBER | E | Control |
| TWIBELL, DAVID, ANTHONY | I | PRESIDENT, CCO & MANAGING MEMBER | E | Control |
| TWIBELL, DAVID, ANTHONY | I | PRESIDENT, CCO & MANAGING MEMBER | E | Control |
| TWIBELL, DAVID, ANTHONY | I | PRESIDENT, CCO & MANAGING MEMBER | E | Control |
| TWIBELL, DAVID, ANTHONY | I | PRESIDENT, CCO & MANAGING MEMBER | E | Control |
| TWIBELL, DAVID, ANTHONY | I | PRESIDENT, CCO & MANAGING MEMBER | E | Control |
| TWIBELL, DAVID, ANTHONY | I | PRESIDENT, CCO & MANAGING MEMBER | E | Control |
| TWIBELL, DAVID, ANTHONY | I | PRESIDENT, CCO & MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 27, 2024 REGISTERED
Notice Filings (3)
CA CO TX
Address
9800 PYRAMID COURTSUITE 400
ENGLEWOOD, CO 80112
United States
Phone: 720.259.5113