ICONIQ CAPITAL, LLC - Financial Advisor in California, San Francisco

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

No. of Advisors:

451

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)

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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