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Home > Retirement Planners > colorado > greenwood village > ICON ADVISERS, INC.
ICON ADVISERS, INC.
8480 E Orchard Road
Suite 1200
Greenwood Village, Colorado 80111
Tel: 303-790-1600
About ICON ADVISERS, INC.
ICON ADVISERS, INC, formally registered with the SEC as ICON ADVISERS, INC. The firm was established in 05/17/1991. They have over 1 offices throughout the country.
ICON ADVISERS, INC. is a Greenwood Village, Colorado based Financial Planning firm with nearly $719,415,539 assets under management, offering retirement planning & investment advisory services to 421 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108268 |
| SEC# | 801-38868 |
| Assets Managed by Firm | $719,415,539 |
| No. of Clients | 421 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (PROVIDE MODEL ALLOCATIONS THAT INCLUDE THE ICON FUNDS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 421 | $719,415,539 |
| Individuals (other than high net worth individuals) | 403 | $6,681,136 |
| High net worth individuals | 11 | $78,401,120 |
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