# ICON FINANCIAL SERVICES LLC

ICON FINANCIAL SERVICES LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 306816
- Type: SEC-registered investment adviser
- SEC file number: 801-117987
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Alexander Kent Rowley | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | — |
| Laurie Rowley | CO-FOUNDER, CEO | — |
| ROWLEY ALEXANDER KENT | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | — |
| Rowley Laurie | CO-FOUNDER, CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306816/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306816/similar
- Related entities: https://search.stillhousedata.com/firm/306816/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306816

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.