Assets Under Management
$95.1B
Number of Clients
791
Number of Advisors
72
Average Client AUM
$120.2M
AUM per Advisor
$1.3B
Compensation
Fee-Only (AUM)Fixed/Hourly
ICONIQ Capital provides investment advisory services to high-net-worth individuals, families, and institutions. Services include asset allocation advice, performance evaluations, investment policies, and investment opportunity identification. They also manage direct investments in technology, venture capital, and real estate through ICONIQ Private Funds.
50 Beale St., Ste 2300, San Francisco, CA, 94105