ICON FINANCIAL SERVICES LLC
  • ICON FINANCIAL SERVICES LLC

Adviser Profile

As of Date 03/13/2026
Registration SEC, Approved, 01/23/2020
ADV Location PORTLAND, OR, United States
Contact Info 1 ( xxxxxxx
Websites
AUM* 19,743,206 192%
of that, discretionary 19,743,206 192%
Number of Employees 3 200%
of those in investment advisory functions 3 200%
Private Fund GAV* 0
Avg Account Size 4,726 78%
% High Net Worth 0.17% 100%
SMA’s Yes
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

20M 17M 14M 11M 8M 6M 3M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date07/29/2025 Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date08/28/2024 Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date09/26/2023 Form ADV-E View Report

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