ICONIQ CAPITAL, LLC
Tel: 415-967-7763 50 Beale St. Ste 2300 San Francisco, California 94105
About ICONIQ CAPITAL, LLC
ICONIQ CAPITAL, LLC is a San Francisco, California based financial advisory firm with nearly $84,187,372,139 in assets under management and provides investment advisory services for 1477 clients. There are currently 451 financial advisors at the firm.
General Information
Firm CRD#:
159198
Firm SEC#:
801-72878
Assets Under Management:
$84,187,372,139
No. of Clients:
1477
Advisory Services Provided:
Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection for other advisors, Other (PORTFOLIO MANAGMENT FOR PRIVATE FOUNDATIONS)
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