Donovan
Paul

Icon Advisers, Inc

CRD#1066240
Investment Advisor
in Englewood, CO

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About this Advisor

Donovan Paul is a financial advisor based in Englewood, Colorado, working with Icon Advisers, Inc. Donovan has previously held positions at Icon Distributors, Inc and Icon Advisers, Inc. Donovan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, Donovan is part of Icon Advisers, Inc, which operates out of Englewood, Colorado. The firm has 14 employees and manages assets totaling $719.4 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Icon Advisers, Inc includes asset-based and other fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Others

Office Location

8480 E Orchard Road Suite 1200
Englewood, CO 80111

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Icon Advisers, Inc Brokerage Details

Total Assets Under Management

$719,415,539

CO Average: $2,349,664,866
Total Number of Employees

14

CO Average: 28
Total Number of Accounts

421

CO Average: 1,101
Average Account Size

$1,708,826

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Donovan Paul Work History

2013 - Present (12 years)

Icon Advisers, Inc

2013 - 2020 (7 years)

Icon Distributors, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Donovan Paul to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Icon Advisers, Inc

Donovan Paul
Englewood, CO
Craig Callahan
Englewood, CO

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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