Cdp Financial Group, LLC
Cdp Financial Group, LLC is an SEC-registered mass-market adviser in Littleton, CO with $100.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Cdp Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155725, SEC 801-135676, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $100.5M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Littleton, CO
- Employees
- 2
- Clients
- 110
- CRD
- 155725
- Ownership
- PERKINS, BRIAN, JOSEPH
How much AUM does Cdp Financial Group, LLC have?
Cdp Financial Group, LLC reported $100.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Cdp Financial Group, LLC?
Disclosed owners and executives of Cdp Financial Group, LLC include PERKINS, BRIAN, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.