Icon Advisers, Inc
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Overview
Icon Advisers, Inc is an advisory company headquartered in Englewood, Colorado. It has $653.1 million in total assets over 606 client accounts, making it one of the larger firms in the nation by assets under management (AUM). The company has a small group, including 4 financial advisors. Icon Advisers, Inc is not a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal investments like options, stocks and bonds.
Icon Advisers, Inc administers all of the firm's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager makes buy and sell choices without requiring client permission. The investment advisory firm manages about $1.1 million in assets for each client account. The typical advisor at Icon Advisers, Inc oversees about 152 client accounts.
Icon Advisers, Inc's main office is located at 8480 E Orchard Road, Englewood, Colorado 80111. The company is legally permitted to provide services to investors across 25 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Icon Advisers, Inc by the Numbers
$653.1 million
13
606
$1.1 million
Fee Structure
Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types billed by the company can include the following fee structures: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company caters to retail investors, high net worth investors and investment companies. Out of its 606 clients, Icon Advisers, Inc's biggest client is retail investors, but it also manages money for 10 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 1.65%
- Other Individuals - 97.19%
- Corporations - 1.16%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Icon Advisers, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Icon Advisers, Inc
Englewood, CO
Englewood, CO
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