CM
CM

Chirag Nitin Mehta

10 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
72 advisors
Number of Clients
791 clients
Average Client Portfolio
$120.2M average
Assets Under Management
$95.1B

Fee Structure

Minimum Investment:$25M
Financial Planning:Investment management only
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Location

50 Beale St., Ste 2300, San Francisco, CA, 94105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Iconiq Capital, LLC
September 2015 - Present · 10 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Chirag Nitin Mehta - Financial Advisor | TrueAdvisor