Icon Financial Services LLC
● SEC registered since 2020CRD 306816SEC# 801-117987Portland, OR
Reg. AUM
$19.7M
Employees
3
Accounts
4,178
Location
Portland, OR
Icon Financial Services LLC assets under management
Icon Financial Services LLC is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2020. It reports $19.7 million in regulatory assets under management and employs 3 people.
Icon Financial Services LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Kent Rowley Control | Co-Founder & Chief Compliance Officer | Under 5% | 2019 |
| The Icon Savings Plan Corporation Control | Member | Over 75% | 2019 |
| Laurie Rowley Control | Co-Founder, Ceo | 50-75% | 2018 |
Frequently asked questions
How much does Icon Financial Services LLC manage?
Icon Financial Services LLC reports $19.7 million in regulatory assets under management on its Form ADV.
How many employees does Icon Financial Services LLC have?
Icon Financial Services LLC reports 3 employees.
Where is Icon Financial Services LLC located?
Icon Financial Services LLC is based in Portland, OR and has been SEC-registered since 2020.
Does Icon Financial Services LLC disclose fund performance?
Icon Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1631 NE Broadway St., #815, Portland, OR 97209 |
| Phone | 1 (503) 917-0590 |
| Fax | N/A |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$19.7M▲ 192%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$19.7Mregulatory AUM
Discretionary $19.7M