Icon Advisers, Inc.

Icon Advisers, Inc. (CRD# 108268) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $719,415,539 in 421 accounts and serve the financial needs of clients across 27 states (or territories).

Current Firm Details
8480 E Orchard Road, Suite 1200, Greenwood Village, CO 80111
http://www.investwithicon.com
By the Numbers
  • Total Assets Under Management
    719
    MILLION
  • Total Number of Accounts
    421
    ACCOUNTS
  • Average Account Value
    $1,708,826
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, DC, FL, HI, IL, LA, MD, MI, MO, NE, NJ, NY, OH, OR, PA, PR, SC, TX, VA, VI, WA, WI, WY

Financial Advisors at Icon Advisers, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Craig Callahan, financial advisor Greenwood Village CO
Craig T. Callahan
CRD#: 872598
8480 East Orchard Road, Suite 1200, Greenwood Village, CO 80111

Craig Callahan (CRD# 872598) is an Investment Advisor Representative working at Icon Advisers, Inc. in Greenwood Village, CO and has over 43 years of experience in the finance industry.

2
Donovan Paul, financial advisor Greenwood Village CO
Donovan J. Paul
CRD#: 1066240
8480 E Orchard Road, Suite 1200, Greenwood Village, CO 80111

Donovan Paul (CRD# 1066240) is an Investment Advisor Representative working at Icon Advisers, Inc. in Greenwood Village, CO and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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