Christopher
Schilling
Iconiq Capital, LLC
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About this Advisor
Christopher Schilling is a financial advisor operating out of San Francisco, California with 2 years of relevant experience. Schilling works at Iconiq Capital, LLC. Their career trajectory has included roles at Iconiq Capital, University Of Notre Dame, Bmo Harris and St. Thomas Aquinas High School. Schilling holds a Series 65 license, certifying them as an investment advisor representative, and is registered to work in California. Iconiq Capital, LLC is a firm headquartered in San Francisco, CA. The firm has offices in two locations and a total of 452 employees. It oversees $77 billion in assets between its 1,416 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 76 charitable organizations. Of its 1,416 customer accounts, 47% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Iconiq Capital, LLC offers a broad set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees for financial advice usually are based on which services are provided. However, fees billed by Iconiq Capital, LLC may include some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Iconiq Capital, LLC Brokerage Details
$77,239,703,492
452
1,416
$54,547,813
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Christopher Schilling Work History
Christopher has been registered as a financial advisor for 2 years.*
Iconiq Capital
University Of Notre Dame
Iconiq Capital
Bmo Harris
University Of Notre Dame
University Of Notre Dame
St. Thomas Aquinas High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Schilling to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Iconiq Capital, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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