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| Icon Financial Services LLC
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|---|---|
| CRD # | 306816 |
| SEC # | 801-117987 |
| CIK # | |
| AUM | $19.7 M (2026-03-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 503-917-0590 |
| Address | 1631 NE Broadway St Portland, OR 97209 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,171 | 19.6 |
| (b) Individuals (high net worth individuals) | 7 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,178 | 19.7 |
| By Discretionary | ||
| Discretionary | 4,178 | 19.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,178 | 19.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 19.7 | |
| Total | 4,178 | 19.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IQvestment LLC
✚
|
0.0 | |
|
RM Investment Strategies LLC
✚
|
MI | 0.0 |
|
KJ Harrison & Partners USA Inc
✚
|
0.0 | |
|
Parco Wealth Management LLC
✚
|
0.0 | |
|
Childfree Wealth LLC
✚
|
0.0 | |
|
BP Capital Fund Advisors LLC
✚
|
0.0 | |
|
Financial Planning Services Inc
✚
|
FL | 0.0 |
|
Marnoa Private Wealth Counsel Ltd
✚
|
0.0 | |
|
Public Advisors LLC
✚
|
NY | 0.0 |
|
SKM Wealth Management LLC
✚
|
0.0 |