Kylee Badger (CRD# 6513038) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iconiq Capital | San Francisco, CA | Mar 2018 - Current | 6 |
| Goldman Sachs & Company | San Francisco, CA | Jul 2016 - Feb 2018 | 1 |
| Stanford University | Stanford, CA | Sep 2012 - Jun 2016 | 3 |
| Sony Music Entertainment | Tokyo, | Sep 2007 - Sep 2014 | 7 |
| Wikihow | Palo Alto, CA | Jul 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
| S63 | Uniform Securities State Law Examination | Sep 2016 |
- 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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