8400 East Crescent Parkway
Suite 420
Greenwood Village, Colorado 80111
Tel: 303-770-0602
STORDAHL CAPITAL MANAGEMENT, INC, formally registered with the SEC as STORDAHL CAPITAL MANAGEMENT, INC. The firm was established in 06/13/2017. They have over 1 offices throughout the country.
STORDAHL CAPITAL MANAGEMENT, INC. is a Greenwood Village, Colorado based Financial Planning firm with nearly $530,433,055 assets under management, offering retirement planning & investment advisory services to 915 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 287916 |
SEC# | 801-110611 |
Assets Managed by Firm | $530,433,055 |
No. of Clients | 915 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 915 | $530,433,055 |
Individuals (other than high net worth individuals) | 105 | $29,700,560 |
High net worth individuals | 165 | $366,878,266 |
Pension and profit sharing plans | 6 | $15,496,973 |
Charitable organizations | 16 | $751,035 |
Corporations or other businesses | 11 | $117,606,221 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
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