ICON FINANCIAL

RIASEC Registered

Total AUM

$38.2M

Discretionary

$38.2M

100% of AUM

Avg account

$221K

Accounts

173

Employees

Advisory reps

Firm details

Headquarters: BLOOMINGTON, Minnesota
CRD number: 287830
Website: iconretirement.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals75.13%
HNWI24.87%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Icon Financial is an independent registered investment advisor (RIA) that focuses on providing a range of financial services to individual and family clients. The firm is structured as a Limited Liability Company and operates without being classified as a capital allocator. Its business activities encompass financial planning services, portfolio management for both individuals and small businesses, as well as institutional clients. Additionally, Icon Financial engages in pension consulting and offers educational seminars and workshops, showcasing a commitment to client education and comprehensive financial support.