Icon Advisers
Finance · Colorado, United States · 11-50 Employees
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Overview
Headquarters
5299 Dtc Blvd Ste 1200, Greenwood Villag...Phone Number
(303) 790-1600Website
www.iconadvisers.comRevenue
$13.3 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
2
1
1
2
About Icon Advisers
ICON Advisers, Inc. is an active, value-based investment firm that offers a variety of mutual funds and tactical allocation portfolios designed to help individual and institutional investors achieve their investment goals. The company employs a systematic and quantifiable approach to investing, focusing on delivering reliable investment solutions through its proprietary valuation model. Their product offerings include diversified equity funds, fixed income funds, and strategy-based investing portfolios. ICON Advisers aims to provide clients with long-term success by utilizing a disciplined investment process based on analytical and quantitative methods.Explore more
Icon Advisers Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Icon Advisers
$13.3M
11-50
Private
<$5M
1986
RJ
Rik JonsonExecutive Vice President & Chief Financial Officer
Company Profile Activity
Activity Insights
Icon Advisers is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Icon Advisers is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Icon Advisers.
Icon Advisers financials insights
Gather financial insights about Icon Advisers, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
2021
Debt
$424K
Icon Advisers Tech Stack
A closer look at the technologies used by Icon Advisers
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Most Recent Scoops
Facilities Relocation / Expansion
Icon Advisers is planning to move offices in January 2024. The move will impact approximately 20 employees at the existing office located at 8480 E Orchard Rd, Suite # 1200, Greenwood Village, CO.
Facilities Relocation/Expansion
Funding
Icon Advisers has received an SBA PPP loan in the amount of $424,285 from BOKF resulting in the retention of 20 jobs.
Funding
Icon Advisers has received an SBA PPP loan for $350,000-1 million from BOKF, supporting the retention of 19 jobs.
Funding
Icon Advisers News & Media
Denver Mutual Fund Investment Firms Join Forces
Shelton Capital Management and ICON Advisers, Inc. today announced a planned restructuring of the ICON Funds into a Shelton Capital mutual fund trust. Under the proposed transaction, Shelton Capital Management will serve as the investment advisor to the ICON Funds and ICON Advisers will continue to handle daily investment management as a Sub-Adviser to a streamlined ICON domestic fund lineup.ICON Natural Resources Fund (ICBMX) Wins 2019 Lipper Award
DENVER--(BUSINESS WIRE)--The ICON Natural Resources Fund, Class S has won a 2019 Lipper Award
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ICON Advisers, Inc. is an active, value-based investment firm that offers a variety of mutual funds and tactical allocation portfolios designed to help individual and institutional investors achieve their investment goals. The company employs a systematic and quantifiable approach to investing, focusing on delivering reliable investment solutions t... Read More
