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ICON WEALTH PARTNERS
1980 Post Oak Boulevard
Suite 1300
Houston, Texas 77056
Tel: 713-904-5020
About ICON WEALTH PARTNERS
ICON WEALTH PARTNERS, formally registered with the SEC as ICON WEALTH PARTNERS. The firm was established in 06/21/2022. They have over 2 offices throughout the country.
ICON WEALTH PARTNERS is a Houston, Texas based Financial Planning firm with nearly $1,905,261,319 assets under management, offering retirement planning & investment advisory services to 3998 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319609 |
| SEC# | 801-125893 |
| Assets Managed by Firm | $1,905,261,319 |
| No. of Clients | 3998 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Other (REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (CREDIT AND CASH MANAGEMENT SOLUTIONS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3998 | $1,905,261,319 |
| Individuals (other than high net worth individuals) | 245 | $90,471,612 |
| High net worth individuals | 252 | $1,748,789,899 |
| Charitable organizations | Fewer than 5 clients | $14,691,022 |
| Corporations or other businesses | 6 | $47,335,261 |
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