![]() ![]() Which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, Geography, and willingness to work with a remote advisor).Ĭertified Financial Planner Board of Standards, Inc. The matching tool does not includeĪll available advisors and firms and matches based on specific criteria (investable assets, Match you with the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. 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 charged by Iconiq Capital, LLC may include asset-based, fixed and performance-based fees. The company performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services.įinancial management fees largely depend on which services are offered. Of its 1,416 customer accounts, 47% belong to high-net-worth investors who have greater than $1 million in investable assets. ![]() The firm provides financial advice to 76 charities and foundations. It manages $77 billion in total assets across its 1,416 accounts, making it one of the biggest firms in the country by assets under management. The firm has offices in two locations and a total of 452 financial advisors. Iconiq Capital, LLC is a financial advisory company that has its headquarters in San Francisco, CA. Steiner maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California. During their career, Steiner has held roles at Hewins Financial Advisors, LLC, Hewins Brokerage Services, LLC, Lending Club, Lc Advisors, LLC and Iconiq Capital, LLC. Steiner is an employee of Iconiq Capital, LLC. William Steiner is a financial advisor working in San Francisco, California, with 4 years of relevant experience. ![]()
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