Iconiq Capital, LLC

Iconiq Capital, LLC (CRD# 159198) is a financial advisory firm headquartered in San Francisco, CA. They manage $20,542,300,000 in 1,339 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    20,542
    MILLION
  • Total Number of Accounts
    1,339
    ACCOUNTS
  • Average Account Value
    $15,341,524
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IA, IL, MA, NE, NJ, NV, NY, TX, WA, WI

Financial Advisors at Iconiq Capital, LLC
Showing 1 - 10 of 63 top financial advisors.
1
Michael L. Alpert
CRD#: 4634236
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111
96
Wealthminder
score

Michael Alpert (CRD# 4634236) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 13 years of experience in the finance industry.

2
Brian P. Caulin
CRD#: 5846966
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111
96
Wealthminder
score

Brian Caulin (CRD# 5846966) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

3
Mckenzie F. Sullivan
CRD#: 6062998
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111
96
Wealthminder
score

Mckenzie Sullivan (CRD# 6062998) 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. Mckenzie Sullivan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Rick S. Withers
CRD#: 5379401
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111
96
Wealthminder
score

Rick Withers (CRD# 5379401) 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. Rick Withers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Michael T. Anders
CRD#: 4661709
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111
93
Wealthminder
score

Michael Anders (CRD# 4661709) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 14 years of experience in the finance industry.

6
Chad L. Boeding
CRD#: 4262607
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111
93
Wealthminder
score

Chad Boeding (CRD# 4262607) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 17 years of experience in the finance industry.

7
Kazan N. Braeckman
CRD#: 5675262
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111
93
Wealthminder
score

Kazan Braeckman (CRD# 5675262) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

8
Jed A. Clark
CRD#: 5002342
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111
93
Wealthminder
score

Jed Clark (CRD# 5002342) 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.

9
Lindzey L. Dau
CRD#: 5709449
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111
93
Wealthminder
score

Lindzey Dau (CRD# 5709449) 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.

10
Molly M. Duffey
CRD#: 5900852
15 E. 26th Street, 6th Floor, New York, NY 10010
93
Wealthminder
score

Molly Duffey (CRD# 5900852) is an Investment Advisor Representative working at Iconiq Capital, LLC in New York, NY and has over 6 years of experience in the finance industry.

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