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CUSTOM PORTFOLIO GROUP

ENGLEWOOD, CO · CRD 154876 · IAPD ↗ · custompg.com · 720.259.5113

$175.6MRegulatory AUM
1Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — CUSTOM PORTFOLIO GROUP (ENGLEWOOD, CO) left the SEC roster (was $175.6M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
58
April 2024 — CUSTOM PORTFOLIO GROUP reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.