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Building 2ICON ADVISERS, INC.

Map pinGREENWOOD VILLAGE, CO
Phone303-790-1600
NotebookSEC #801-38868
Total AUM
$875.9M
Employees
14
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8480 E ORCHARD ROAD
SUITE 1200
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
7:00 A.M - 5:00 P.M.
Monday - Friday
Phone
303-790-1600

ReceiptFinancials

Total AUM
$875.9M
Accounts
297
Discretionary
$875.9M
Accounts
297
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
283
AUM
$3.6M
HNW Individual Clients
7
AUM
$89.1M
Investment Company Clients
7
AUM
$783.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PROVIDE MODEL ALLOCATIONS THAT INCLUDE THE ICON FUNDS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACODCFLHIILLAMDMIMONENJNYOHORPAPRSCTXVAVIWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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