Sean
Dobens

Iconiq Capital, LLC

CRD#6802703
Investment Advisor
in San Francisco, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sean Dobens is a financial advisor based in San Francisco, California with a total of 3 years of industry experience. Dobens currently works for Iconiq Capital, LLC. Throughout their career, they have worked at Riverdale Country School, University Of Edinburgh Business School, Sagewind Capital, Bank Hapoalim, Fwm Partners and Iconiq Capital. Dobens has a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in California. Iconiq Capital, LLC is a financial advisory company operating out of San Francisco, CA. The firm has offices in two locations and a total of 452 people on staff. It manages $77 billion in total assets across its 1,416 customer 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 clients who have greater than $1 million in assets. 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. Fees charged by financial advisors largely vary depending on which service is offered. Fees billed by Iconiq Capital, LLC most likely include any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

3 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Sean Dobens Work History

Sean has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Iconiq Capital

2019 - 2019 (< 1 year)

Bank Hapoalim

2019 - 2019 (< 1 year)

Fwm Partners

2018 - 2018 (< 1 year)

Sagewind Capital

2016 - 2020 (4 years)

University Of Edinburgh Business School

2008 - 2016 (8 years)

Riverdale Country 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 Sean Dobens 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
Nicholas Wagstaff
San Francisco, CA
Matthew Burns
San Francisco, CA
Ryan Ebeling
San Francisco, CA
Michael Alpert
San Francisco, CA
Sonia Bui
San Francisco, CA
Peter Chow
San Francisco, CA
Lee Hunold
New York, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started