Icon Financial Services LLC

Overview

Icon Financial Services LLC is a small advisory firm that focuses on portfolio management for individuals and small businesses. Its investment approach is equity-forward: the bulk of client assets are held in exchange-traded equities and ETF exposures, with mutual funds used as complementary building blocks. The firm charges a mix of percentage-of-assets and fixed fees and operates primarily in a discretionary capacity, managing client portfolios on an ongoing basis. There is no stated emphasis on ESG investing or pension consulting in its filings. Icon’s client base is retail and household-oriented, which drives a practical, low-friction investment playbook: scalable, liquid public-market instruments that are easy to implement across many small accounts. The custody relationship with a clearing firm that supports modern brokerage services suggests the firm leverages digital clearing and execution capabilities to service high account volumes efficiently.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices