Icon Financial Services LLC

$19.7MAssets under management
as of Mar 2026 · SEC Form ADV
Portland, OR
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No one at Icon Financial Services LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Apex Clearing
Per Form ADV · $4M held · filed Nov 2024