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Building 2ICON FINANCIAL SERVICES LLC

Map pinPORTLAND, OR
Phone1 (503) 917-0590
NotebookSEC #801-117987
Total AUM
$19.7M
Employees
3
Clients
4,178

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1631 NE BROADWAY ST.
#815
PORTLAND
OR 97209
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
1 (503) 917-0590

ReceiptFinancials

Total AUM
$19.7M
Accounts
4,178
Discretionary
$19.7M
Accounts
4,178
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4,171
AUM
$19.6M
HNW Individual Clients
7
AUM
$168.2K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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