Stordahl Capital Management Inc
Legal Name: STORDAHL CAPITAL MANAGEMENT, INC.
8400 EAST CRESCENT PARKWAY, SUITE 420, GREENWOOD VILLAGE, CO
303-726-8944
http://www.stordahlcap.com
Frequently Asked Questions (FAQ)
Full Contact Details
Stordahl Capital Management Inc
8400 EAST CRESCENT PARKWAY, SUITE 420, GREENWOOD VILLAGE, CO
303-726-8944
303-770-0304
Other Info
Stordahl Capital Management, Inc. is a registered CO Corporation with a team of 5 employees, 3 of whom are in advisory roles. The firm currently caters to 4 clients and has an approved SEC status with a registration date of June 13, 2017.
Stordahl Capital Management | Financial Advisor Denver
We are fee-only financial advisors serving individuals and couples throughout the Denver area who are getting ready to retire or have retired.
Direct Owners
-
JULIE CHRISTINE STORDAHL
CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER owns more than 10% but less than 25%
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WILLIAM JASON STORDAHL
MANAGING DIRECTOR owns 75% or more
Firms Located Nearby
News
- Navigating the Shifts in Portfolio Strategy: Stordahl Capital Management's Investment Insights
- Stordahl Capital Management, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Stordahl Capital Management, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Stordahl Capital Management, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Stordahl Capital Management, Inc. Q3 2022 vs. Q4 2022 13F Holdings Comparison: A Look at the Changes in Holdings
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 22, 2019
- VANGUARD INDEX FDS S&P 500 ETF SHS $56,558k
- VANGUARD ADMIRAL F $24,119k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $23,355k
- Vanguard S&P 500 Growth $17,484k
- VANGUARD ADMIRAL FDS INC $16,814k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $14,481k
- ISHARES $11,937k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $11,231k
- SPDR S&P 500 ETF TR TR UNIT $10,367k
- VANGUARD ADMIRAL FDS INC $8,868k