Taylor
Dahlgren
Iconiq Capital, LLC
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About this Advisor
Taylor Dahlgren is a financial advisor who works out of San Francisco, California with a total of 5 years of relevant experience. Dahlgren is on the advisory team at Iconiq Capital, LLC. Their career trajectory has included roles at Loyola Univeristy, Loyola University, Express, Aperio Group LLC, Iconiq Capital, Akoya Capital, Fisher Investments and National Bureau Of Property Admin. Dahlgren maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in California. Iconiq Capital, LLC is a financial advisory firm that has its headquarters in San Francisco, CA. It has offices in two locations and a total of 452 financial advisors. It controls $77 billion in assets under management between its 1,416 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 76 charitable organizations. Of its 1,416 client accounts, 47% are associated with high-net-worth individuals who have more 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. A financial advisor's fees typically are based on which services the firm provides the client. However, fees charged by Iconiq Capital, LLC can consist 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
Taylor Dahlgren Work History
Taylor has been registered as a financial advisor for 5 years.*
Iconiq Capital
Aperio Group LLC
Fisher Investments
Express
Akoya Capital
Loyola Univeristy
Loyola University
National Bureau Of Property Admin
Loyola University
*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 Taylor Dahlgren 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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