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 an SEC-registered institutional RIA (registered since 1991) that provides portfolio management for individuals and small businesses, investment companies, and institutional clients. The firm serves a mix of individual & family and institutional clients and charges fees that include a percentage of assets under management alongside other fee arrangements. Icon identifies as an active ESG investor and integrates environmental, social, or governance considerations into its investment approach. It is organized as a domestic corporation with both entity and individual ownership and does not operate as a capital allocator.
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 3
Kenneth 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 9Active vs passive
$11.6M in ETFs
100%
$11.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF (SJNK) | State Street | Passive | High Yield Bond | $2.6M | 103,498 | 22.41% |
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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