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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 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 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.

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.

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.

There are currently 14 companies in Mr. Martinez’s portfolio. The largest investments include Vanguard Index Fds and Vanguard Bd Index Fds, together worth $61.6 million.

Stordahl Capital Management, Inc. reports 1.11% decrease in ownership of SPY / SPDR S&P 500 ETF Trust. 2021-01-20 - Stordahl Capital Management, Inc. has filed a 13F-HR form disclosing ownership of 30,041 shares of SPDR S&P 500 ETF Trust (US:SPY) with …

Easily apply to this job by creating a LinkedIn profile. Stordahl Capital Management works with people who are retired or getting ready to retire to help give them the confidence to spend, invest, and preserve their assets according to their needs and Stordahl Capital Management is a Registered Investment Adviser. This platform is solely for informational purposes.

“The industry… Stordahl Capital Management, Inc. had filed a previous 13F-HR on 2020-08-07 disclosing 4,664 shares of Exxon Mobil Corp. at a value of $209,000 USD. Other investors with closed positions include Clinton Group Inc, Zuckerman Investment Group, LLC, Ruane, Cunniff & Goldfarb Inc, Arrowgrass Capital Partners (us) Lp, and Ariel Investments, Llc. Stordahl Capital Management, Inc. is a RIA based in Greenwood Village, CO with $214M in AUM and with 4 advisors nationwide .
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15 likes · 2 talking about this. We are an independent financial advisory firm in Greenwood Village, CO, helping people plan 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 … Get reviews, hours, directions, coupons and more for Stordahl Capital Management at 8400 E Crescent Pkwy Ste 420, Greenwood Village, CO 80111. Search for other Financial Planners in Greenwood Village on The Real Yellow Pages®.

Stordahl Capital Management, Inc is a Registered Investment Adviser.
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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

Stordahl Capital Management works with people who are retired or getting ready to retire to help give them the confidence to spend, invest, and preserve their assets according to their needs and Stordahl Capital Management is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Katie Knott Client Relationship Associate at Stordahl Capital Management, Inc. Greater Denver Area 185 connections 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.

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3 Jun 2020 litigation captioned Marble Ridge Capital LP et al. v. acquisitions, private equity , corporate, investment management, Stordahl, Ann.

Kacy Rozelle. Managing Partner · keyboard_arrow_up. Robert Lautz. 23 Dec 2017 4 Stocks from Kenneth Andrade's firm Old Bridge Capital Management's PortfolioKenneth Andrade is the Founder and CIO of Old Bridge 20 Jul 2020 New Jersey-based ShoreHaven Wealth Partners includes (left to right) Lawrence Durso, his son, Michael, Michael Lombardi and client associate 3 Aug 2017 CNBC has reached out to Astenbeck Capital Management for comment.

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).

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.

It serves 4 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jun 13 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.