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CDP FINANCIAL GROUP, LLC

LITTLETON, CO · CRD 155725 · IAPD ↗ · cdpfinancial.com · 303-794-0706

$100.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — CDP FINANCIAL GROUP, LLC (LITTLETON, CO) is newly SEC-registered with $100.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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