![]() ![]() 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 Treatment or consideration in SmartAsset’s profiles. Financial professionals and firms having business relationships with SmartAsset receive no special ![]() Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the namedįinancial professional and firm. If you want your profile removed temporarily or permanently, please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. The content in this profile was updated by SmartAsset on. The company is legally allowed to serve clients across a few states, including California, Florida, New York and Texas. The firm's central office is at 394 Pacific Avenue, San Francisco, California 94111. An average financial advisor at Iconiq Capital, LLC administers about 10 client accounts, placing it among the more individualized firms in the country. Iconiq Capital, LLC's average account size is $54.5 million. The company also oversees 789 non-discretionary accounts with a total of $15.8 billion in assets under management. Discretionary management is a structure in which transaction choices are made by a portfolio manager without needing client authorization. Iconiq Capital, LLC oversees some of its accounts in a discretionary manner. Securities are defined as tradable fiscal investments such as options, equities and bonds. Iconiq Capital, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. The company has a large group, including 137 financial advisors. Iconiq Capital, LLC has $77.2 billion in assets across 1,416 accounts, placing it among the largest firms in the country by assets under management (AUM). Iconiq Capital, LLC operates as an advisory company that has its headquarters in San Francisco, California. ![]()
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