Icon Advisers, Inc.
Icon Advisers, Inc. (CRD# 108268) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $719,415,539 in 421 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management719MILLION
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Total Number of Accounts421ACCOUNTS
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Average Account Value$1,708,826
- A percentage of assets under your management
- Other
- 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
AK, AL, AZ, CA, CO, DC, FL, HI, IL, LA, MD, MI, MO, NE, NJ, NY, OH, OR, PA, PR, SC, TX, VA, VI, WA, WI, WY
Craig Callahan (CRD# 872598) is an Investment Advisor Representative working at Icon Advisers, Inc. in Greenwood Village, CO and has over 43 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 30 years of experience in the finance industry.