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#Iconiq capital llc professional#
Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the namedįinancial professional and firm. Please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. If you want your profile removed temporarily or permanently, We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot The content in this profile was updated by SmartAsset on. Fees charged by Iconiq Capital, LLC likely include any combination of asset-based, fixed and performance-based fees. The firm has a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services.įinancial management fee schedules usually depend on which service is provided. Of its 1,416 customer accounts, 47% are held by high-net-worth clients who have more than $1 million in investable assets. The firm serves 76 charitable organizations. It has $77 billion in total assets among its 1,416 client accounts, placing it among the biggest firms in the United States by assets under management. The firm has offices in two locations and a total of 452 employees. Iconiq Capital, LLC is an advisory firm operating out of San Francisco, CA.
#Iconiq capital llc series#
Mehta maintains Series 63, Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Throughout their career, Mehta has worked at Capital One and Iconiq Capital LLC. Chirag Mehta is a financial advisor based out of San Francisco, California with 8 years of industry experience.
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