Icon Financial Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 13, 2026, reports $20M in regulatory assets under management, 3 employees, and 4,178 accounts.
Assets Under Management
$20M
Employees
3
Offices
--
Total Clients
4,178
Primary office
PORTLAND, OR
1631 NE BROADWAY ST., #815, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.8% of total clients.
Top client categories% of clientsClients
1
Individuals
99.8%
4,171
2
HNWI
0.2%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$20Mas of March 13, 2026
Discretionary100.0%
$20M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$20M
Total Accounts4,178
10Y AUM Change+$20M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee1393:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.