Alex
Pan
Icapital, LLC
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About this Advisor
Alex Pan is a financial advisor who works in Boston, Massachusetts with 1 year of industry experience. Pan works at Icapital, LLC. During their career, Pan has held roles at Icapital, LLC, Fidelity Investments, Northeastern University and Student. Pan maintains a Series 65 license, certifying them as an investment advisor representative, and is able to work in Massachusetts. Icapital, LLC is a company operating out of Boston, MA. It controls $959 million in total assets among its 520 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm serves one charitable organizations. Of its 520 client accounts, 24% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm has a broad range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial management fee schedules largely depend on which services are provided. However, fees billed by Icapital, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Icapital, LLC Brokerage Details
$958,495,144
10
520
$1,843,260
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Alex Pan Work History
Alex has been registered as a financial advisor for 1 years.*
Icapital, LLC
Fidelity Investments
Northeastern University
Student
*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 Alex Pan 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 Icapital, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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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