Icon Advisers is an investment advisor in Greenwood Village with $805.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Meridian Investment Management Corp
SEC CIK
IRS number
841166639
SEC advisor number
801-38868
FINRA CRD number
108268
AUM ?
$719.42 mm
(as of 28 Mar 24)
Accounts
421
(as of 28 Mar 24)
Employees
14
(5 investment advisory or research)
Address
Icon Advisers
5299 DTC BOULEVARD
SUITE 1200
GREENWOOD VILLAGE
CO 80111
5299 DTC BOULEVARD
SUITE 1200
GREENWOOD VILLAGE
CO 80111
Phone
303-790-1600
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Aug 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
26 May 22