MYICON

Overview

Myicon is a small, corporate-structured advisory entity owned by an individual and positioned primarily as a financial planning practice. The firm operates on a fixed-fee model rather than asset-based billing, which aligns with a planning-centric business that may deliver advice without holding client assets. Myicon is not identified as an active ESG investor, is not a multi-state adviser and does not flag pension consulting or related-adviser activity. Its public filings note affiliations with a broker-dealer and another investment adviser, suggesting a hybrid operating arrangement or use of third-party distribution/clearing relationships rather than acting as a full-service asset manager. Investment activity appears limited and focused on conventional pooled vehicles rather than bespoke or direct-manager allocations. With an “unclassified” manager profile and no explicit capital allocator role, Myicon’s manager selection appetite looks oriented toward broad mutual fund strategies and model portfolios rather than direct commitments to external private managers.

Assets & Accounts

Investments & Alternatives

Location & Offices