Thomas
Walter
Iconiq Capital, LLC
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About this Advisor
Thomas Walter is a financial advisor based out of San Francisco, California. Walter works at Iconiq Capital, LLC. Over the course of their career, they have held roles at Wilsonville High School, Brigham Young University, Church Of Jesus Christ Of Latter Day Saints, Oregon Country Club, Iconiq Capital, Crypto Tax Girl, Built For Teams, Msc Aerospace, LLC, Corient Capital Partners, J.P. Morgan and Brigham Young University Marriott School Of Business. Walter has a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in California. Iconiq Capital, LLC is a firm that has its headquarters in San Francisco, CA. The investment advisory business has offices in two locations and a total of 452 financial advisors. It oversees $77 billion in total assets between its 1,416 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 76 charities and foundations. Of its 1,416 accounts, 47% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a diverse set of services, such as 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 provided. Fees charged by Iconiq Capital, LLC can consist of some blend 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
Thomas Walter Work History
Thomas has been registered as a financial advisor for 0 years.*
Iconiq Capital
J.P. Morgan
Msc Aerospace, LLC
Corient Capital Partners
Brigham Young University Marriott School Of Business
Crypto Tax Girl
Built For Teams
Oregon Country Club
Brigham Young University
Church Of Jesus Christ Of Latter Day Saints
Brigham Young University
Wilsonville High 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 Thomas Walter 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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