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STORDAHL CAPITAL MANAGEMENT, INC.

8400 East Crescent Parkway
Suite 420
Greenwood Village, Colorado 80111
Tel: 303-770-0602

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About STORDAHL CAPITAL MANAGEMENT, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#287916
SEC#801-110611
Assets Managed by Firm$530,433,055
No. of Clients915
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total915$530,433,055
Individuals (other than high net worth individuals)105$29,700,560
High net worth individuals165$366,878,266
Pension and profit sharing plans6$15,496,973
Charitable organizations16$751,035
Corporations or other businesses11$117,606,221

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