Chase TomlinsCRD Number: 6397883
Current Firm: Iconiq Capital
Chase Tomlins (CRD# 6397883) is an Investment Advisor Representative working at Iconiq Capital in San Francisco, CA and has over 3 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Iconiq Capital||San Francisco, CA||Jul 2014 - Current||3|
|University Of Iowa||Iowa City, IA||Aug 2010 - Jun 2014||3|
|Cascia Hall Preparatory School||Tulsa, OK||Jul 2004 - Jun 2010||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management16,704MILLIONS
Total Number of Accounts1,086ACCOUNTS
Average Account Value$15,381,308
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, CT, FL, IA, IL, MA, NE, NJ, NV, NY, TX, WA, WI
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