⚲
|
Icon Wealth Advisors LLC
✚
|
|
---|---|
CRD # | 319609 |
SEC # | 801-125893 |
CIK # | 0001963212, 0001718732 |
AUM | $1.9 BB (2024-03-28) |
Employees | 21 (71% Investors, 57% Brokers) |
Phone | 713-904-5020 |
Address | 1980 Post Oak Boulevard Houston, TX 77056 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
ACN | 179,517.0 | 69.5 | |
MSFT | 1,918,222.4 | 34.9 | |
AAPL | 2,382,844.0 | 26.9 | |
AMZN | 1,092,997.8 | 23.4 | |
CVX | 294,604.1 | 19.2 | |
EPD | 54,009.8 | 16.9 | |
NVDA | 399,550.0 | 14.3 | |
XOM | 385,508.3 | 12.9 | |
GOOG | 1,482,566.4 | 12.8 | |
UNH | 477,004.0 | 10.7 | |
View All |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 245 | 90.5 |
(b) Individuals (high net worth individuals) | 252 | 1,748.8 |
(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 | 14.7 |
(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 | 6 | 47.3 |
(n) Other | 0 | 4.0 |
Total | 3,998 | 1,905.3 |
By Discretionary | ||
Discretionary | 3,998 | 1,905.3 |
Non-Discretionary | 0 | 0.0 |
Total | 3,998 | 1,905.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,905.3 | |
Total | 3,998 | 1,905.3 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001718732] | |
13F-HR | [0001963212] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Acropolis Investment Management LLC
✚
|
MO | 1.9 |
Baystate Wealth Management LLC
✚
|
KS | 1.9 |
Washington Trust Advisors Inc
✚
|
MA | 1.9 |
Sunbelt Securities Inc
✚
|
TX | 1.9 |
Bridgewater Advisors Inc
✚
|
NY | 1.9 |
Alken Asset Management Ltd
✚
|
1.9 | |
Bristlecone Advisors LLC
✚
|
WA | 1.9 |
Comperio Retirement Consulting Inc
✚
|
NC | 1.9 |
Checchi Capital Advisers LLC
✚
|
CA | 1.9 |
CornerStone Investment Partners LLC
✚
|
GA | 1.9 |