Icapital, LLC

Icapital, LLC (CRD# 122816) is a financial advisory firm headquartered in Boston, MA. They manage $1,124,268,021 in 540 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
62 Plympton Street, Boston, MA 02118
http://www.icapitalforme.com
By the Numbers
  • Total Assets Under Management
    1,124
    MILLION
  • Total Number of Accounts
    540
    ACCOUNTS
  • Average Account Value
    $2,081,978
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, MA, ME, NH, NJ, NY, RI, TX

Financial Advisors at Icapital, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Molly Goodwin, financial advisor Boston MA
Molly A. Goodwin
CRD#: 5042968
62 Plympton Street, Boston, MA 02118

Molly Goodwin (CRD# 5042968) is an Investment Advisor Representative working at Icapital, LLC in Boston, MA and has over 18 years of experience in the finance industry.

2
Tanya McMahon, financial advisor Boston MA
Tanya M. McMahon
CRD#: 5946687
62 Plympton Street, Boston, MA 02118

Tanya McMahon (CRD# 5946687) is an Investment Advisor Representative working at Icapital, LLC in Boston, MA and has over 7 years of experience in the finance industry.

3
Meghan Rooney, financial advisor Boston MA
Meghan E. Rooney
CRD#: 6662367
62 Plympton Street, Boston, MA 02118

Meghan Rooney (CRD# 6662367) is an Investment Advisor Representative working at Icapital, LLC in Boston, MA and has over 7 years of experience in the finance industry.

4
Ryan Rutherford, financial advisor Boston MA
Ryan D. Rutherford
CRD#: 5458116
62 Plympton Street, Boston, MA 02118

Ryan Rutherford (CRD# 5458116) is an Investment Advisor Representative working at Icapital, LLC in Boston, MA and has over 11 years of experience in the finance industry.

5
Katie Umile, financial advisor Boston MA
Katie A. Umile
CRD#: 2809164
62 Plympton Street, Boston, MA 02118

Katie Umile (CRD# 2809164) is an Investment Advisor Representative working at Icapital, LLC in Boston, MA and has over 26 years of experience in the finance industry.

6
Erin Wells, financial advisor Boston MA
Erin F. Wells
CRD#: 6118309
62 Plympton Street, Boston, MA 02118

Erin Wells (CRD# 6118309) is an Investment Advisor Representative working at Icapital, LLC in Boston, MA and has over 11 years of experience in the finance industry.

7
Alex Pan, financial advisor Boston MA
Alex Y. Pan
CRD#: 7534479
62 Plympton Street, Boston, MA 02118

Alex Pan (CRD# 7534479) is an Investment Advisor Representative working at Icapital, LLC in Boston, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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