Overview
Assets Under Management: $876 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 7
Average Client Assets: $12.7 million
Frequently Asked Questions
ICON ADVISERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108268), ICON ADVISERS, INC. is subject to fiduciary duty under federal law.
ICON ADVISERS, INC. is headquartered in GREENWOOD VILLAGE, CO.
ICON ADVISERS, INC. serves 7 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, ICON ADVISERS, INC. offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
ICON ADVISERS, INC. manages $876 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, ICON ADVISERS, INC. serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.17%
Average Client Assets: $12.7 million
Total Client Accounts: 297
Discretionary Accounts: 297
Regulatory Filings
CRD Number: 108268
Filing ID: 2063086
Last Filing Date: 2026-03-13 15:32:02