ICON ADVISERS, INC.
Firm details
- Headquarters
- GREENWOOD VILLAGE, Colorado
- CRD number
- 108268
- Registered since
- May 17, 1991
- Website
- iconadvisers.com
- Custodians
- CHARLES SCHWAB & CO., INC., INNOVAYTE
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies89.41%
- HNWI10.17%
- Individuals0.41%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Icon Advisers, Inc. is a corporation that has been SEC‑registered since 1991 and serves both individual/family and institutional clients. The firm’s advisory mandate centers on discretionary portfolio management across client types: individuals and small businesses, investment companies, and business or institutional accounts. Its fee model includes a percentage of assets under management and other fee arrangements. The firm is flagged as an active ESG investor, indicating ESG considerations are part of its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities7%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1CRAIG CALLAHAN
Chief Executive Officer & FounderCRD 872598
Contacts
3 of 3KENNETH AULBACH
Senior Vice PresidentCRD 1844566
DONOVAN PAUL
Senior Vice PresidentCRD 1066240
BRIAN CALLAHAN
President and Portfolio ManagerCRD 4672076
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$9.5M in ETFs
100%
$9.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY SMALL CAP BULL 3X ETF (TNA) | Direxion | Passive | Trading Leveraged Equity | $3.8M | 86,800 | 40.39% |
Location
GREENWOOD VILLAGE, CO
ARAPAHOE
Location
GREENWOOD VILLAGE, CO
Headquartered in GREENWOOD VILLAGE, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 8480 E Orchard Rd
- Time zone
- MT (UTC-7)
- Office locations
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