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STORDAHL CAPITAL MANAGEMENT, INC.
CRD 287916 · SEC 801-110611
8400 EAST CRESCENT PARKWAY, SUITE 420, GREENWOOD VILLAGE, CO, 80111, United States
Phone
303-770-0602
Fax
303-770-0304
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$675.9M
Discretionary AUM
$657.7M
Team
11 total employees; 6 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $41.5M |
| High net worth individuals | 173 | $490.7M |
| Pension/profit sharing plans | 4 | $18.2M |
| Charitable organizations | 19 | $1.0M |
| Corporations/business entities | 11 | $124.4M |
States served
AZ, CA, CO, NM, SC, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD