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).
Total Assets Under Management837MILLION
Total Number of Accounts1,162ACCOUNTS
Average Account Value$720,217
- A percentage of assets under your management
- 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
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
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.
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.