Chirag Mehta (CRD# 3263156) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 24 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iconiq Capital LLC | San Francisco, CA | Apr 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2001 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- CA
-
Total Assets Under Management84,187MILLIONS
-
Total Number of Accounts1,477ACCOUNTS
-
Average Account Value$56,998,898
- 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)
- Other
CA, FL, NY, TX
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