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Icon Advisers, Inc.

● SEC registered since 1991CRD 108268SEC# 801-38868Greenwood Village, CO
Export (members)
Reg. AUM
$793.6M
Employees
13
Accounts
341
Location
Greenwood Village, CO

Icon Advisers, Inc. assets under management

Icon Advisers, Inc. is an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 1991. It reports $793.6 million in regulatory assets under management and employs 13 people.
www.investwithicon.comView on SEC.gov ↗

Icon Advisers, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Brian Thomas Callahan ControlPresident, Chief Compliance OfficerUnder 5%2020
Craig Thomas Callahan ControlOwner - Portfolio ManagerUnder 5%2014
Icon Management & Research Corporation ControlOwnerOver 75%1995
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Frequently asked questions

How much does Icon Advisers, Inc. manage?

Icon Advisers, Inc. reports $793.6 million in regulatory assets under management on its Form ADV.

How many employees does Icon Advisers, Inc. have?

Icon Advisers, Inc. reports 13 employees.

Where is Icon Advisers, Inc. located?

Icon Advisers, Inc. is based in Greenwood Village, CO and has been SEC-registered since 1991.

Does Icon Advisers, Inc. disclose fund performance?

Icon Advisers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8480 E Orchard Road, Suite 1200, Greenwood Village, CO 80111
Phone303-790-1600
Fax303-790-8246
Office hours7:00 A.M - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1058470
Discloses disciplinary historyNo

Assets under management

Discretionary$793.6M
Non-discretionary$0
Total (RAUM)$793.6M