Nicholas VallarinoCRD Number: 6378439
Current Firm: Iconiq Capital
Nicholas Vallarino (CRD# 6378439) is an Investment Advisor Representative working at Iconiq Capital in San Francisco, CA and has 1 year of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Iconiq Capital, LLC||San Francisco, CA||Jan 2014 - Current||3|
|Iconiq Capital, LLC||San Francisco, CA||Jul 2013 - Dec 2013||< 1|
|Wetherby Asset Management||San Francisco, CA||Jan 2012 - Jul 2013||1|
|Wetherby Asset Management||San Francisco, CA||Apr 2010 - Dec 2011||1|
|Weir & Associates Catering||Foster City, CA||Jun 2008 - Apr 2010||1|
|University Of California - Los Angeles||Los Angeles, CA||Sep 2004 - Jun 2008||3|
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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