(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
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#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. However, fees charged by Iconiq Capital, LLC likely include asset-based, fixed and performance-based fees. Iconiq Capital, LLC offers a wide set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services.įinancial advisory fee schedules typically depend on which service is offered. Of its 1,416 accounts, 47% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm advises 76 charitable organizations. It administers $77 billion in assets under management among its 1,416 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The investment advisory business has offices in two locations and a total of 452 people on staff. Iconiq Capital, LLC is a financial advisory business that has its headquarters in San Francisco, CA.
#Iconiq capital llc series#
Patel maintains a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in California. Their career trajectory has included roles at Iconiq Capital, University Of Michigan and Old Bridge Public Schools. Patel is an advisor for Iconiq Capital, LLC. Kaivalya Patel is a financial advisor based in San Francisco, California with 5 years of industry experience.
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