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Custos Family Office

EST. AUM
$346,555,336

CONTACTS
2

CLIENT ACCOUNTS
229

Firm Details

Metro area Denver
CRD Number 294025
Website custosfo.com
Client types

Overview

Custos Family Office, founded on the principle of fiduciary responsibility, pledges to act as a guardian of their clients' interests, advocating independently on their behalf. Serving as Chief Financial Officer for their diverse clientele, Custos navigates financial complexities across generations, recognizing time as their clients' most valuable asset. By assuming ownership of financial matters, Custos enables clients to focus on personal priorities. With a commitment to exclusivity, Custos remains partner-owned, ensuring tailored services free from outside influence, aligning every aspect with individual client needs.

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Address

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

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