Stordahl Capital Management, Inc. provides wealth management services. The Company offers portfolio management, financial planning, and investment advisory services to individuals, institutions
Stordahl Capital Management has been approved to deliver CPE courses by the National Association of State Boards of Accountancy (NASBA), and Stordahl has taught at the University of Denver and for
Past performance is no guarantee of future returns. About us. Stordahl Capital Management is an independent, fee-only advisory firm providing personalized financial planning in the Denver area and nationwide. Based in Greenwood Village, Colorado 2021-03-29 · We look at distortions in spending patterns for clues on where the economy stands. Stordahl Capital Management is based out of Greenwood Village. Stordahl Capital Management is a large advisory firm with 229 clients and discretionary assets under management (AUM) of $347,822,544 (Form ADV from 2020-08-11).
STORDAHL CAPITAL MANAGEMENT, INC. Compilation done on 2018-05-04 Item 1 Identifying Information. A. Your full legal name (if you are a sole proprietor, your last, first, and middle names): STORDAHL CAPITAL MANAGEMENT, INC. B. 2020-05-10 Stordahl Capital Management, Inc. Share: 8400 East Crescent Parkway Suite 360. Greenwood Village, CO 80111. 303-726-8944. stordahlcapital.com. No. advisers: 3. AUM: $243,400,000.
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Find opening times and closing times for Stordahl Capital Management in 8400 East Crescent Parkway, Suite 420, Greenwood Village, CO, 80111 and other contact details such as address, phone number, website, interactive direction map and nearby locations.
This website is solely for informational purposes. Past performance is no guarantee of future returns.
Stordahl Capital Management, Inc is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Stordahl Capital Management, Inc and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns.
William Jason Stordahl is the majority owner of the firm and has been in this role with the firm since 2015. Stordahl Capital Management, Inc. reports 0.91% increase in ownership of EFA / iShares MSCI EAFE ETF. 2021-01-20 - Stordahl Capital Management, Inc. has filed a 13F-HR form disclosing ownership of 19,266 shares of iShares MSCI EAFE ETF (US:EFA) with total holdings valued at $1,406,000 USD as of 2020-12-31. At Stordahl Capital Management, we focus on what we do best: helping people feel confident, self-assured, and empowered about their wealth and their retirement. Located in Greenwood Village, Colorado, our fee-only financial advisory firm provides life-centered planning to pre-retirees and retirees in the Denver area and nationwide.
Stordahl Capital Management is a large advisory firm with 229 clients and discretionary assets under management (AUM) of $347,822,544 (Form ADV from 2020-08-11). Stordahl Capital Management is headquartered in Greenwood Village, CO. Stordahl Capital Management offers financial advisor services in 9 states: Arizona, California, Colorado, Florida, New Hampshire, New Mexico, Texas, Virginia, Washington. Stordahl Capital Management At Stordahl Capital Management, we focus on what we do best: helping people feel confident, self-assured, and empowered about their wealth and their retirement. Located in Greenwood Village, Colorado, our fee-only financial advisory firm provides life-centered planning to pre-retirees and retirees in the Denver area and nationwide. Stordahl Capital Management 13F annual report Stordahl Capital Management is an investment fund managing more than $162 million ran by Gerardo Martinez. There are currently 14 companies in Mr. Martinez’s portfolio.
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Advisory services are only offered to clients or prospective clients where Stordahl Capital Management, Inc and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Bill Stordahl, CFP®, announced the launch of Stordahl Capital Management, a fee-only, registered investment advisory firm in Denver, CO. Stordahl previously practiced as part of Wells Fargo Advisors Financial Network.
Past performance is no guarantee of future
Stordahl Capital Management is based out of Greenwood Village. Stordahl Capital Management is a large advisory firm with 229 clients and discretionary assets under management (AUM) of $347,822,544 (Form ADV from 2020-08-11). Stordahl Capital Management is an independent, fee-only advisory firm providing personalized financial planning in the Denver area and nationwide.
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At Stordahl Capital Management, we focus on what we do best: helping people feel confident, self-assured, and empowered about their wealth and their retirement. Located in Greenwood Village, Colorado, our fee-only financial advisory firm provides life-centered planning to pre-retirees and retirees in the Denver area and nationwide. Stordahl Capital Management. 15 likes · 2 talking about this.
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Located in Greenwood Village, Colorado, our fee-only financial advisory firm provides life-centered planning to pre-retirees and retirees in the Denver area and nationwide. Stordahl Capital Management, registered in 2017, is a Registered Investment Advisor (RIA) in 9 state (s) with a licensed staff of 4 advisors. Stordahl Capital Management manages $355.4 million and provides investment advisory services for 229 clients (1:58 advisor/client ratio). With dedication and perseverance, you may be able to retire by 60. Here are action steps to help make sure you are on track. Stordahl Capital Management is an independent, fee-only advisory firm providing personalized financial planning in the Denver area and nationwide.
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Stordahl Capital Management 13F annual report Stordahl Capital Management is an investment fund managing more than $162 million ran by Gerardo Martinez. There are currently 14 companies in Mr. Martinez’s portfolio.
At Stordahl Capital Management, we focus on what we do best: helping people feel confident, self-assured, and empowered about their wealth and their retirement. Located in Greenwood Village, Colorado, our fee-only financial advisory firm provides life-centered planning to pre-retirees and retirees in the Denver area and nationwide. STORDAHL CAPITAL MANAGEMENT, INC. Compilation done on 2018-05-04 Item 1 Identifying Information.