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ICONIQ CAPITAL, LLC
50 Beale St.
Ste 2300
San Francisco, California 94105
Tel: 415-967-7763
About ICONIQ CAPITAL, LLC
ICONIQ CAPITAL, LLC, formally registered with the SEC as ICONIQ CAPITAL, LLC. The firm was established in 12/01/2011. They have over 4 offices throughout the country.
ICONIQ CAPITAL, LLC is a San Francisco, California based Financial Planning firm with nearly $77,239,703,492 assets under management, offering retirement planning & investment advisory services to 1416 clients. The firm is staffed with 452 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159198 |
| SEC# | 801-72878 |
| Assets Managed by Firm | $77,239,703,492 |
| No. of Clients | 1416 |
| No. of Advisors | 452 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1416 | $77,239,703,492 |
| High net worth individuals | 312 | $9,669,546,230 |
| Charitable organizations | 76 | $5,720,471,015 |
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