William
Mattson Iii
Iconiq Capital, LLC
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About this Advisor
William Mattson Iii is a financial advisor operating in San Francisco, California with a total of 1 year of relevant experience. Mattson Iii is an employee of Iconiq Capital, LLC. During their career, Mattson Iii has held roles at Advisr, Inc, Rye Country Day School, Dartmouth College and Iconiq Capital. Mattson Iii has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in California. Iconiq Capital, LLC is a registered investment business based out of San Francisco, CA. The firm has offices in two locations and a total of 452 employees. It has $77 billion in assets under management among its 1,416 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 76 charities and foundations. Of its 1,416 customer accounts, 47% are associated with high-net-worth investors who have at least $1 million in investable assets. Iconiq Capital, LLC provides a diverse 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 charged by financial advisors usually are based on which services are offered. Fees billed by Iconiq Capital, LLC can include any 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
William Mattson Iii Work History
William has been registered as a financial advisor for 1 years.*
Iconiq Capital
Advisr, Inc
Dartmouth College
Rye Country Day 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 William Mattson Iii 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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