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ICON FINANCIAL SERVICES LLC

CRD 306816 · SEC 801-117987

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1631 NE BROADWAY ST., #815, PORTLAND, OR, 97209, United States

Phone

1 (503) 917-0590

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$19.7M

Discretionary AUM

$19.7M

Team

3 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals4171$19.6M
High net worth individuals7$168K

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD