![]() Iconiq Capital, LLC oversees some of its accounts in a discretionary manner. Securities are defined as exchangable fiscal assets like bonds, options and equities. Iconiq Capital, LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Iconiq Capital, LLC has a large team, including 129 financial advisors. It manages $89.1 billion in total assets across 1,276 customer accounts, placing it among the largest firms in the country by assets under management (AUM). The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.Iconiq Capital, LLC operates as a financial advisor company that has its headquarters in San Francisco, California. There are no guarantees that working with an adviser will yield positive returns. Working with an adviser may come with potential downsides such as payment of fees This is not an offer to buy or sell any security or interest. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Review the ongoing performance of any Adviser, participate in the management of any user’s account byĪn Adviser or provide advice regarding specific investments. Platform based on information gathered from users through our online questionnaire. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Services are limited to referring users to third party advisers registered or chartered as fiduciaries Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, The matching tool does not include all availableĪdvisors and firms and matches based on specific criteria (investable assets, geography, and willingnessĬertified Financial Planner Board of Standards, Inc. With the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you ![]() SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in Special treatment or consideration in SmartAsset’s profiles. Profile content is produced by SmartAsset independently of anyīusiness relationships that might exist between SmartAsset and the named financial professional andįirm, and financial professionals and firms having business relationships with SmartAsset receive no To report any data inconsistencies or errors, please named financial professional and firm have not reviewed, approved, or endorsed this profile andĪre not responsible for its accuracy. The content in this profile was updated by SmartAsset on using publicly available data compiled from the SEC and It is allowed to serve customers throughout a few states, including California, Florida, New York and Texas. The company's main office is located at 394 Pacific Avenue, San Francisco, California 94111. The average financial advisor at Iconiq Capital, LLC oversees around ten client accounts, making it one of the more personalized financial advisor firms in the country. The investment advisory firm's typical account size is $69.8 million. Iconiq Capital, LLC also has 709 non-discretionary accounts with a total of $13.0 billion in AUM. Discretionary management signifies that an investment advisor has the discretion to make buy and sell judgments without needing to seek the client's permission. Iconiq Capital, LLC operates as a financial advisor company that has its headquarters in San Francisco, California.
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