Sabina
Spector

Iconiq Capital, LLC

CRD#6365532
Investment Advisor
in San Francisco, CA

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About this Advisor

Sabina Spector is a financial advisor operating out of San Francisco, California with 9 years of industry experience. Spector is currently employed by Iconiq Capital, LLC. During their career, the advisor has held roles at Iconiq Capital and Social Finance, Inc. Spector holds a Series 65 license, which qualifies them as an investment advisor representative, and can work in California. Iconiq Capital, LLC is an advisory company operating out of San Francisco, CA. The investment advisory business has offices in two locations and a total of 452 people on staff. It controls $77 billion in assets across its 1,416 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 76 charities and foundations. Of its 1,416 client accounts, 47% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Iconiq Capital, LLC provides 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. Financial management fee schedules largely vary depending on the financial services provided. Fees charged by Iconiq Capital, LLC most likely are comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

9 years

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

394 Pacific Avenue 2Nd Floor
San Francisco, CA 94111

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Iconiq Capital, LLC Brokerage Details

Total Assets Under Management

$77,239,703,492

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

452

CA Average: 43
Total Number of Accounts

1,416

CA Average: 3,727
Average Account Size

$54,547,813

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

Sabina Spector Work History

Sabina has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Iconiq Capital

2012 - 2014 (2 years)

Social Finance, Inc

*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 Sabina Spector 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

William Steiner
San Francisco, CA
Sonia Bui
San Francisco, CA
Ryan Ebeling
San Francisco, CA
Matthew Burns
San Francisco, CA
Nicholas Wagstaff
San Francisco, CA
Michael Alpert
San Francisco, CA
Peter Chow
San Francisco, CA
Jessica Panettieri
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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