Patrick
Weisman
Iconiq Capital, LLC
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About this Advisor
Patrick Weisman is a financial advisor working out of San Francisco, California with 11 years of relevant experience. Weisman works at Iconiq Capital, LLC. They have been an employee of Iconiq Capital, Llc for the entirety of their career. Weisman maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Iconiq Capital, LLC is a company based in San Francisco, CA. The firm has offices in two locations and a total of 452 advisors. It has $77 billion in assets under management among its 1,416 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 76 charitable organizations. Of its 1,416 client accounts, 47% are associated with high-net-worth investors who have at least $1 million in investable assets. The company performs a wide array 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 advisory services usually vary depending on which services are offered. However, fee types charged by Iconiq Capital, LLC most likely are comprised 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
Patrick Weisman Work History
Patrick has been registered as a financial advisor for 11 years.*
Iconiq Capital
*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 Patrick Weisman 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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