ICON FINANCIAL

ICON FINANCIAL of PRIOR LAKE, MN is an SEC-registered investment adviser (CRD 287830). Regulatory assets under management: $38.2M.

Registration

• CRD: 287830
• Type: Registered investment adviser
• Location: 16180 HASTINGS AVE SE, PRIOR LAKE, MN, 55372
• Phone: 800-792-4809
• Latest filing: 2026-07-29
• Regulatory AUM: $38.2M
• Discretionary AUM: $38.2M
• Clients: 1
• Accounts: 173

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287830 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search