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
Matthew Ursin-Smith (CRD# 7836164) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Thomas Walter (CRD# 7677525) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Steffen Westphal (CRD# 7810105) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Spencer Williams (CRD# 7270804) 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.
Erin Winchester (CRD# 7149479) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.
Eric Wirdak (CRD# 7422104) 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.
Oscar Xia (CRD# 6979915) 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.