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Stordahl Capital Management, Inc.

● SEC registered since 2017CRD 287916SEC# 801-110611Greenwood Village, CO
Export (members)
Reg. AUM
$612.2M
Employees
10
Accounts
985
Location
Greenwood Village, CO

Stordahl Capital Management, Inc. assets under management

Stordahl Capital Management, Inc. is an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 2017. It reports $612.2 million in regulatory assets under management and employs 10 people.

Stordahl Capital Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Julie Christine Stordahl ControlChief Compliance Officer & Chief Operating Officer10-25%2015
William Jason Stordahl ControlManaging DirectorOver 75%2015

Frequently asked questions

How much does Stordahl Capital Management, Inc. manage?

Stordahl Capital Management, Inc. reports $612.2 million in regulatory assets under management on its Form ADV.

How many employees does Stordahl Capital Management, Inc. have?

Stordahl Capital Management, Inc. reports 10 employees.

Where is Stordahl Capital Management, Inc. located?

Stordahl Capital Management, Inc. is based in Greenwood Village, CO and has been SEC-registered since 2017.

Does Stordahl Capital Management, Inc. disclose fund performance?

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

Contact & registration

Address8400 East Crescent Parkway, Suite 420, Greenwood Village, CO 80111
Phone303-770-0602
Fax303-770-0304
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
CIK1729093
Discloses disciplinary historyNo

Assets under management

Discretionary$596M
Non-discretionary$16.2M
Total (RAUM)$612.2M