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- Custodian
- Apex
- Clients
- Retail
- Platforms
- HarborEagle
- Established Date
- 01-23-2020
- Office Locations
- 2
Office Locations
About Icon Financial Services LLC
Icon Financial Services LLC (Icon Savings Plan) provides an all-digital, fully managed retirement savings platform for employers, individuals, and partners. The technology handles account setup, contributions, investing, and portability so businesses can offer a plan without plan administration or federal filings, and individuals can take their retirement from job to job without rollovers. Notable for dedicated customer success support; clearing/custody includes Apex.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Alexander Kent Rowley
Advisor, Chief Compliance Officer, Co-founder
- CRD
- #6418034
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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ZACHARY GEORGE FOWLER
--
- CRD
- #8137448
John Cortlandt Sweeney
--
- CRD
- #8125481
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,743,206 | $4,726 |
| Non-Discretionary | $0 | -- |
| Total | $19,743,206 | $4,726 |
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Separately Managed Accounts
Total SMA Asset: $19,743,206
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,597,768,387 | 54.6% |
| Cash | $3,823,052,835 | 45.4% |
| Total | $8,420,821,222 | 100.0% |