Michael
Manzi
Iconiq Capital, LLC
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About this Advisor
Michael Manzi is a financial advisor who works in San Francisco, California with a total of 7 years of industry experience. Manzi is currently employed by Iconiq Capital, LLC. Over the course of their career, they have held roles at Iconiq Capital, Tufts Student Resources, J.P. Morgan, Digital Federal Credit Union, Tufts University and Steward Healthcare. Manzi holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in California. Iconiq Capital, LLC is a company operating out of San Francisco, CA. The company has offices in two locations and a total of 452 employees. It handles $77 billion in total assets between its 1,416 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 76 charitable organizations. Of its 1,416 client accounts, 47% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business performs a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Iconiq Capital, LLC likely are comprised of 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
Michael Manzi Work History
Michael has been registered as a financial advisor for 7 years.*
Iconiq Capital
J.P. Morgan
Tufts Student Resources
Digital Federal Credit Union
Tufts University
Steward Healthcare
*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 Michael Manzi 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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