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Cdp Financial Group, LLC

● SEC registered since 2026CRD 155725SEC# 801-135676Littleton, CO
Export (members)
Reg. AUM
$100.5M
Employees
2
Accounts
257
Location
Littleton, CO

Cdp Financial Group, LLC assets under management

Cdp Financial Group, LLC is an investment advisory firm registered with the SEC based in Littleton, CO. The firm has been registered since 2026. It reports $100.5 million in regulatory assets under management and employs 2 people.
www.cdpfinancial.comView on SEC.gov ↗

Cdp Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Brian Joseph Perkins ControlOwner/Managing Member/CcoOver 75%2020

Frequently asked questions

How much does Cdp Financial Group, LLC manage?

Cdp Financial Group, LLC reports $100.5 million in regulatory assets under management on its Form ADV.

How many employees does Cdp Financial Group, LLC have?

Cdp Financial Group, LLC reports 2 employees.

Where is Cdp Financial Group, LLC located?

Cdp Financial Group, LLC is based in Littleton, CO and has been SEC-registered since 2026.

Does Cdp Financial Group, LLC disclose fund performance?

Cdp Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address26 W. Dry Creek Circle, Suite 460, Littleton, CO 80120
Phone303-794-0706
Fax303-794-0408
Office hours8a.m. To 4p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$100.5M
Non-discretionary$0
Total (RAUM)$100.5M