Assets Under Management

$793.6M

Number of Clients

341

Number of Advisors

2

Average Client AUM

$2.3M

AUM per Advisor

$396.8M

Compensation

Fee-Only (AUM)

About This Firm

ICON Advisers uses a disciplined, objective methodology to identify undervalued industries and sectors. They offer tactical allocation portfolios, strategy-based investing portfolios, institutional accounts, and separately managed accounts. ICON also serves as a sub-adviser to the ICON Funds.

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

8480 E Orchard Road, Suite 1200, Greenwood Village, CO, 80111

2 Advisors at this firm