Icon Wealth Partners
Icon Wealth Partners (CRD# 319609) is a financial advisory firm headquartered in Houston, TX. They manage $1,905,261,319 in 3,998 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management1,905MILLION
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Total Number of Accounts3,998ACCOUNTS
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Average Account Value$476,554
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, GA, LA, NH, NY, TX
Michael Cregan (CRD# 1164240) is an Investment Advisor Representative working at Icon Wealth Partners in Houston, TX and has over 11 years of experience in the finance industry.
Mark McAdams (CRD# 2407434) is an Investment Advisor Representative working at Icon Wealth Partners in Houston, TX and has over 30 years of experience in the finance industry.
Brooks McGee (CRD# 6097412) is an Investment Advisor Representative working at Icon Wealth Partners in Houston, TX and has over 11 years of experience in the finance industry.
Allison McKibbon (CRD# 6465041) is an Investment Advisor Representative working at Icon Wealth Partners in Houston, TX and has over 5 years of experience in the finance industry.
Ricardo Mihaly (CRD# 2546006) is an Investment Advisor Representative working at Icon Wealth Partners in Houston, TX and has over 26 years of experience in the finance industry.
Jennifer Moore (CRD# 5230602) is an Investment Advisor Representative working at Icon Wealth Partners in Houston, TX and has over 17 years of experience in the finance industry.
Brando Palazzo-Giorgio (CRD# 5778794) is an Investment Advisor Representative working at Icon Wealth Partners in Houston, TX and has over 12 years of experience in the finance industry.
James Pavlik (CRD# 4279213) is an Investment Advisor Representative working at Icon Wealth Partners in Houston, TX and has over 18 years of experience in the finance industry.
Blake Pratz (CRD# 1284166) is an Investment Advisor Representative working at Icon Wealth Partners in Houston, TX and has over 39 years of experience in the finance industry.
Daniel Schmieder (CRD# 727985) is an Investment Advisor Representative working at Icon Wealth Partners in Houston, TX and has over 43 years of experience in the finance industry.