This profile may include a firm or advisor that has a business relationship with SmartAsset, in Treatment or consideration in SmartAsset’s profiles. Financial professionals and firms having business relationships with SmartAsset receive no special Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the namedįinancial professional and firm. Please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. If you want your profile removed temporarily or permanently, We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot The content in this profile was updated by SmartAsset on. However, fee types billed by Iconiq Capital, LLC most likely include some combination of asset-based, fixed and performance-based fees. The firm has a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services.įees for financial management vary depending on which service is provided. Of its 1,416 client accounts, 47% belong to high-net-worth clients who have greater than $1 million in assets. The firm advises 76 charitable organizations. It has $77 billion in assets among its 1,416 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The company has offices in two locations and a total of 452 advisors. Iconiq Capital, LLC is a financial advisory company based in San Francisco, CA. Bednarz has a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in California. The advisor has gained experience at Goldman Sachs, University Of Notre Dame, Marin Academy and Iconiq Capital. Bednarz is an advisor for Iconiq Capital, LLC. Tessa Bednarz is a financial advisor based in San Francisco, California with a total of 5 years of relevant experience.
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