Icon Financial Services LLC
Icon Financial Services LLC is an SEC-registered mass-market adviser in Portland, OR with $19.7M assets under management (AUM, regulatory AUM), +192% over one year. See who owns Icon Financial Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306816, SEC 801-117987, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $19.7M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Portland, OR
- Employees
- 3
- Clients
- 4,178
- CRD
- 306816
- Ownership
- ROWLEY, ALEXANDER, KENT; THE ICON SAVINGS PLAN CORPORATION; Rowley, Laurie
How much AUM does Icon Financial Services LLC have?
Icon Financial Services LLC reported $19.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Icon Financial Services LLC?
Disclosed owners and executives of Icon Financial Services LLC include ROWLEY, ALEXANDER, KENT, THE ICON SAVINGS PLAN CORPORATION, Rowley, Laurie. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.