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 3 offices throughout the country.

ICONIQ CAPITAL, LLC is a San Francisco, California based Financial Planning firm with nearly $84,187,372,139 assets under management, offering retirement planning & investment advisory services to 1477 clients. The firm is staffed with 451 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159198
SEC#	801-72878
Assets Managed by Firm	$84,187,372,139
No. of Clients	1477
No. of Advisors	451

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (PORTFOLIO MANAGMENT FOR PRIVATE FOUNDATIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1477	$84,187,372,139
High net worth individuals	341	$9,214,464,932
Charitable organizations	97	$10,097,158,023

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