ICON FINANCIAL SERVICES LLC

422 Nw 13th Ave #823
Portland, Oregon 97209
Tel: 1 (503) 917-0590

About ICON FINANCIAL SERVICES LLC

ICON FINANCIAL SERVICES LLC, formally registered with the SEC as ICON FINANCIAL SERVICES LLC. The firm was established in 01/23/2020. They have over 1 offices throughout the country.

ICON FINANCIAL SERVICES LLC is a Portland, Oregon based Financial Planning firm with nearly $6,289,272 assets under management, offering retirement planning & investment advisory services to 2341 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306816
SEC#	801-117987
Assets Managed by Firm	$6,289,272
No. of Clients	2341
No. of Advisors	1

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	2341	$6,289,272
Individuals (other than high net worth individuals)	2341	$6,289,272

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