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CDP FINANCIAL GROUP, LLC

CRD 155725 · SEC 801-135676

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26 W. DRY CREEK CIRCLE, SUITE 460, LITTLETON, CO, 80120, United States

Phone

303-794-0706

Fax

303-794-0408

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$100.5M

Discretionary AUM

$100.5M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals86$25.0M
High net worth individuals24$75.4M

States served

CO

All web addresses on file

Official SEC filing: View on IAPD