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ICON WEALTH PARTNERS
HOUSTON, TX
713-904-5020
SEC #801-125893Total AUM
$2.6B
Employees
22Clients
629Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1980 POST OAK BOULEVARD
SUITE 1300
HOUSTON
TX 77056
United States
SUITE 1300
HOUSTON
TX 77056
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
713-904-5020
Other Offices
1
Financials
Total AUM
$2.6B
Accounts
4,150Discretionary
$2.6B
Accounts
4,150Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
276AUM
$103.2M
HNW Individual Clients
341AUM
$2.4B
Charitable Organization Clients
6AUM
$48.2M
Corporation or Business Clients
6AUM
$30.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING ON CREDIT, CASH, AND INSURANCE SOLUTIONS
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGALANHNYTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.