Icon Advisers, Inc.

Icon Advisers, Inc. (CRD# 108268) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $836,891,714 in 1,162 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    837
    MILLION
  • Total Number of Accounts
    1,162
    ACCOUNTS
  • Average Account Value
    $720,217
Compensation Options
  • A percentage of assets under your management
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Icon Advisers, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
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 41 years of experience in the finance industry.

2
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 28 years of experience in the finance industry.

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