Christopher
Schilling

Iconiq Capital, LLC

CRD#7318247
Investment Advisor
in San Francisco, CA

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About this Advisor

Christopher Schilling is a financial advisor based in San Francisco, California, working with Iconiq Capital, LLC. Christopher has previously held positions at Iconiq Capital, University Of Notre Dame, Bmo Harris, and St. Thomas Aquinas High School. Christopher has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Christopher is part of Iconiq Capital, LLC, which operates out of San Francisco, California. The firm has 2 offices and 451 employees. The firm manages assets totaling $84.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Iconiq Capital, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

50 Beale St. Ste 2300
San Francisco, CA 94105

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Iconiq Capital, LLC Brokerage Details

Total Assets Under Management

$84,187,372,139

CA Average: $7,578,581,321
Total Number of Employees

451

CA Average: 43
Total Number of Accounts

1,477

CA Average: 3,727
Average Account Size

$56,998,898

CA Average: $2,033,427

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

2020 - Present (4 years)

Iconiq Capital

2019 - 2020 (1 year)

University Of Notre Dame

2019 - 2019 (< 1 year)

Iconiq Capital

2018 - 2018 (< 1 year)

Bmo Harris

2018 - 2019 (1 year)

University Of Notre Dame

2016 - 2018 (2 years)

University Of Notre Dame

2012 - 2016 (4 years)

St. Thomas Aquinas High School

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

Autumn Anderson
San Francisco, CA
Clark Osborn
San Francisco, CA
Sabina Spector
San Francisco, CA
Nicholas Vallarino
San Francisco, CA
Erik Miller
San Francisco, CA
Demetrius Edwards
San Francisco, CA
Kristyna Murphy
San Francisco, CA
Hua Xuan Chen
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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