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| Happy Holidays!! thanks for using AUM13F!! |
| Stordahl Capital Management Inc
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|---|---|
| CRD # | 287916 |
| SEC # | 801-110611 |
| CIK # | 0001729093 |
| AUM | $612.2 M (2025-07-16) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 303-770-0602 |
| Address | 8400 East Crescent Parkway Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.5 | ||
| Apple Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 35.8 |
| (b) Individuals (high net worth individuals) | 171 | 436.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 17.0 |
| (h) Charitable organizations | 15 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 122.5 |
| (n) Other | 0 | 0.0 |
| Total | 985 | 612.2 |
| By Discretionary | ||
| Discretionary | 981 | 596.0 |
| Non-Discretionary | 4 | 16.2 |
| Total | 985 | 612.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 611.9 | |
| Total | 985 | 612.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729093] |
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|---|---|---|
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