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- Custodian
- ADP · Charles Schwab & Company · LPL Financial · Nationwide
- Clients
- Retail
- Platforms
- Eagle radial
- Established Date
- 04-19-2017
- Office Locations
- 1
Office Locations
About Icon Financial
ICON Financial is a fiduciary wealth management and financial planning firm serving retail clients such as retirees and entrepreneurs. The firm builds growth-oriented portfolios informed by established investor principles and research from global investment banks, and designs retirement-income strategies aimed at reducing market-driven income uncertainty. Services include portfolio construction, insurance and retirement planning, using vehicles such as mutual funds, ETFs and fixed income.
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Owner & Executives
JACOB EUGENE RUOTSINOJA
Chief Compliance Officer, Managing Member, Senior Project Manager
- CRD
- #4353932
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Yvonne Joyce Moe Olson
Vice President
- CRD
- #6891659
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,200,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,531,590,526 | 21.5% |
| Cash | $1,752,424,509 | 24.6% |
| Equity - Exchange | $2,094,360,999 | 29.4% |
| U.S. Government/Agency | $1,745,300,832 | 24.5% |
| Total | $7,123,676,866 | 100.0% |