Iconiq Capital, LLC
Iconiq Capital, LLC (CRD# 159198) is a financial advisory firm headquartered in San Francisco, CA. They manage $84,187,372,139 in 1,477 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management84,187MILLION
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Total Number of Accounts1,477ACCOUNTS
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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
Nicholas Vallarino (CRD# 6378439) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Alexander Vaz (CRD# 6495454) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.
Nicholas Wagstaff (CRD# 6793188) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
Patrick Weisman (CRD# 5549513) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 15 years of experience in the finance industry.
Alex Wisnewski (CRD# 5958174) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.
Martinez Anna (CRD# 7330951) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.
Jacob Biedronski (CRD# 6979928) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
Maximilien Bonnefoy (CRD# 7821225) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Anna Bowman (CRD# 7618332) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Nicholas Carroll (CRD# 6964248) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.