SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, Geography, and willingness to work with a remote advisor).Ĭertified Financial Planner Board of Standards, Inc. The matching tool does not includeĪll available advisors and firms and matches based on specific criteria (investable assets, Match you with the advisor or firm mentioned in this profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in Treatment or consideration in SmartAsset’s profiles. Financial professionals and firms having business relationships with SmartAsset receive no special
#ICONIQ CAPITAL LLC PROFESSIONAL#
Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the namedįinancial professional and firm. Please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. If you want your profile removed temporarily or permanently, We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot The content in this profile was updated by SmartAsset on. Fees billed by Iconiq Capital, LLC likely consist of some blend of asset-based, fixed and performance-based fees. Iconiq Capital, LLC offers a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services.įees charged by financial advisors typically are based on which services the firm provides the client. Of its 1,416 accounts, 47% belong to high-net-worth clients who have at least $1 million in assets. The firm serves 76 charitable organizations. It handles $77 billion in assets between its 1,416 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management.
The company has offices in two locations and a total of 452 people on staff. Iconiq Capital, LLC is a firm that has its headquarters in San Francisco, CA.
#ICONIQ CAPITAL LLC SERIES#
Vaz maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in California. They have spent all of their employment at Iconiq Capital, Llc. Vaz is on the advisory team at Iconiq Capital, LLC. Alexander Vaz is a financial advisor working in San Francisco, California with 8 years of relevant experience.
0 kommentar(er)
