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#Iconiq capital san francisco professional
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The content in this profile was updated by SmartAsset on using publicly available data compiled from the SEC and It is allowed to serve customers throughout a few states, including California, Florida, New York and Texas. The company's main office is located at 394 Pacific Avenue, San Francisco, California 94111. The average financial advisor at Iconiq Capital, LLC oversees around ten client accounts, making it one of the more personalized financial advisor firms in the country. The investment advisory firm's typical account size is $69.8 million. Iconiq Capital, LLC also has 709 non-discretionary accounts with a total of $13.0 billion in AUM. Discretionary management signifies that an investment advisor has the discretion to make buy and sell judgments without needing to seek the client's permission. Iconiq Capital, LLC oversees some of its accounts in a discretionary manner. Securities are defined as exchangable fiscal assets like bonds, options and equities. Iconiq Capital, LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Iconiq Capital, LLC has a large team, including 129 financial advisors. It manages $89.1 billion in total assets across 1,276 customer accounts, placing it among the largest firms in the country by assets under management (AUM). SWFI is a minority-owned organization.Iconiq Capital, LLC operates as a financial advisor company that has its headquarters in San Francisco, California. SWFI facilitates sovereign fund, pension, endowment, superannuation fund and central bank events around the world. Sovereign Wealth Fund Institute (SWFI) is a global organization designed to study sovereign wealth funds, pensions, endowments, superannuation funds, family offices, central banks and other long-term institutional investors in the areas of investing, asset allocation, risk, governance, economics, policy, trade and other relevant issues.
#Iconiq capital san francisco registration
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