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
Hua Xuan Chen (CRD# 7806432) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Sean Dobens (CRD# 6802703) 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.
Eugenie Greeff (CRD# 7810319) is an Investment Advisor Representative working at Iconiq Capital, LLC in New York, NY and has 1 year of experience in the finance industry.
Eileen Harris (CRD# 7313556) 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.
Michael Lin (CRD# 7495366) 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.
Elaine Ma (CRD# 6969820) 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.
William Mattson Iii (CRD# 7489152) 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.
Courtney McGregor (CRD# 7412416) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Erik Miller (CRD# 7165334) 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.
Kristyna Murphy (CRD# 6998199) 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.