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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Icon Financial Services LLC
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| CRD # | 306816 |
| SEC # | 801-117987 |
| CIK # | |
| AUM | $6.8 M (2025-05-12) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 503-917-0590 |
| Address | 1631 NE Broadway St Portland, OR 97209 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,552 | 6.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,552 | 6.8 |
| By Discretionary | ||
| Discretionary | 2,552 | 6.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,552 | 6.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.8 | |
| Total | 2,552 | 6.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alphanso Inc
✚
|
0.0 | |
|
Agustoni Emanuele Guiseppe
✚
|
0.0 | |
|
DA Wealth Advisors LLC
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|
0.0 | |
|
US Cherry LLC
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|
FL | 0.0 |
|
Harbourfront Wealth America Inc
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|
0.0 | |
|
Access Softek Advisory Services LLC
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IL | 0.0 |
|
Plenty Financial RIA LLC
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|
CA | 0.0 |
|
Sauberan & Company LLC
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|
NY | 0.0 |
|
St Louis Financial Planners Inc
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|
MO | 0.0 |
|
SAVE Advisers LLC
✚
|
TX | 0.0 |