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CDP Financial Group, LLC

EST. AUM
$100,463,661

CONTACTS

CLIENT ACCOUNTS
257

Firm Details

Metro area Denver
CRD Number 155725
Website cdpfinancial.com
Client types

Overview

CDP Financial Group, LLC is a Colorado-based registered investment adviser providing personalized wealth management and financial planning services to individuals and high-net-worth clients. The firm specializes in retirement planning, portfolio management, tax strategies, and risk management solutions. With approximately $100 million in assets under management, CDP primarily serves retail investors through separately managed accounts. The firm operates a hybrid model, combining advisory services with broker-dealer and insurance capabilities, allowing it to offer annuities, REITs, and other commission-based products when appropriate. Its approach focuses on long-term financial security, tailored investment strategies, and holistic financial planning for clients and small businesses.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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