Stordahl Capital Management, Inc.
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 287916
- Registered since
- June 13, 2017
- Website
- www.stordahlcap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI72.6%
- Corporations / Businesses18.4%
- Individuals6.14%
- Pension & Profit Sharing Plans2.69%
- Charitable Organizations0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Stordahl Capital Management, Inc. is an independent, SEC-registered investment adviser that began its SEC registration in 2017. The firm serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, plus pension consulting services. Its fee arrangements combine asset-based billing and hourly charges. Stordahl was recognized by FA Magazine as a Top RIA Firm in 2020.
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 Funds67%
- Exchange Traded Equities17%
- US Government Bonds8%
- Cash & Cash Equivalents5%
- Other2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$496M in ETFs
73%
$364M
27%
$132M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $102M | 145,715 | 20.60% |
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
- 8400 E Crescent Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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