ICON FINANCIAL SERVICES LLC

ICON FINANCIAL SERVICES LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 306816). Regulatory assets under management: $19.7M.

Registration

• CRD: 306816
• SEC file number: 801-117987
• Type: Registered investment adviser
• Location: 1631 NE BROADWAY ST., #815, PORTLAND, OR, 97209
• Phone: 1 (503) 917-0590
• Latest filing: 2026-03-13
• Regulatory AUM: $19.7M
• Discretionary AUM: $19.7M
• Clients: 3
• Accounts: 4,178

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306816 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search