Chief Compliance Officer & Chief Operating Officer · Stordahl Capital Management, Inc.
Julie C. Stordahl
CRD 5661334 · Named on Form ADV at one SEC-registered adviser
At a glance
Stordahl Capital Management, Inc., an SEC-registered wealth manager based in Greenwood Village, CO with $676 million in regulatory assets, lists Julie C. Stordahl on its Form ADV as Chief Compliance Officer & Chief Operating Officer, a control person.
Firms and roles
- Stordahl Capital Management, Inc.Chief Compliance Officer & Chief Operating OfficerWealth manager · Greenwood Village, CO · $676M in regulatory assets
AtlasMembers
Julie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- William J. StordahlManaging Director, Stordahl Capital Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.