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ICON ADVISERS, INC.
CRD 108268 · SEC 801-38868
8480 E ORCHARD ROAD, SUITE 1200, GREENWOOD VILLAGE, CO, 80111, United States
Phone
303-790-1600
Fax
303-790-8246
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$875.9M
Discretionary AUM
$875.9M
Team
14 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS
Org form
Corporation
Filing date
2026-05-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)PROVIDE MODEL ALLOCATIONS THAT INCLUDE THE ICON FUNDS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 283 | $3.6M |
| High net worth individuals | 7 | $89.1M |
| Investment companies | 7 | $783.2M |
States served
AL, AK, AZ, CA, CO, DC, IL, LA, MD, MI, NE, NJ, NY, OH, OR, PA, PR, SC, VA, WI, WY, VI, MO, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD