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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 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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