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ICONIQ CAPITAL, LLC
Tel: 415-967-7763
50 Beale St. Ste 2300
San Francisco, California 94105
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
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
Firm CRD#:
159198
SEC#:
801-72878
No. of Clients:
1477
Assets under Management
$84,187,372,139
No. of Advisors:
451
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