| 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 |
Icon Financial Services LLC reports $6.8 million in regulatory assets under management on its Form ADV.
Icon Financial Services LLC reports 1 employees.
Icon Financial Services LLC is based in Portland, OR and has been SEC-registered since 2020.
Icon Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $6.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $6.8M |