ICON FINANCIAL SERVICES LLC
CRD #306816 SEC #801-117987 PORTLAND, OR 1 (503) 917-0590
SEC Registered
Total AUM
$6.8M
Discretionary
$6.8M
Employees
1
Clients
--
Accounts
2,552
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $6.8M | $6.8M | $0 | 1 | 0 |
| Mar 2025 | $6.8M | $6.8M | $0 | 1 | 0 |
| Nov 2024 | $3.8M | $3.8M | $0 | 1 | 0 |
| Sep 2024 | $3.8M | $3.8M | $0 | 1 | 0 |
| Mar 2024 | $3.8M | $3.8M | $0 | 2 | 0 |
| Apr 2023 | $1M | $1M | $0 | 2 | 0 |
| Mar 2023 | $1M | $1M | $0 | 1 | 0 |
| Mar 2022 | $256.4K | $256.4K | $0 | 1 | 0 |
| Mar 2022 | $256.4K | $256.4K | $0 | 1 | 0 |
| Mar 2022 | $7.7K | $7.7K | $0 | 1 | 0 |
| Sep 2021 | $7.7K | $7.7K | $0 | 1 | 0 |
| Aug 2021 | $7.7K | $7.7K | $0 | 1 | 0 |
| Jul 2021 | $7.7K | $7.7K | $0 | 1 | 0 |
| Jun 2021 | $7.7K | $7.7K | $0 | 1 | 0 |
| Apr 2021 | $7.7K | $7.7K | $0 | 1 | 0 |
| Mar 2021 | $7.7K | $7.7K | $0 | 1 | 0 |
| Mar 2021 | $7.7K | $7.7K | $0 | 1 | 0 |
| Feb 2021 | $7.7K | $7.7K | $0 | 1 | 0 |
| Feb 2021 | $7.7K | $7.7K | $0 | 1 | 0 |
| Nov 2020 | $1.5K | $1.5K | $0 | 1 | 0 |
| Jun 2020 | $0 | $0 | $0 | 1 | 0 |
| Dec 2019 | $0 | $0 | $0 | 1 | 0 |
DateMay 2025
Total AUM$6.8M
Discretionary$6.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$6.8M
Discretionary$6.8M
Non-Disc.$0
Employees1
Clients0
DateNov 2024
Total AUM$3.8M
Discretionary$3.8M
Non-Disc.$0
Employees1
Clients0
DateSep 2024
Total AUM$3.8M
Discretionary$3.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$3.8M
Discretionary$3.8M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$256.4K
Discretionary$256.4K
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$256.4K
Discretionary$256.4K
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$7.7K
Discretionary$7.7K
Non-Disc.$0
Employees1
Clients0
DateSep 2021
Total AUM$7.7K
Discretionary$7.7K
Non-Disc.$0
Employees1
Clients0
DateAug 2021
Total AUM$7.7K
Discretionary$7.7K
Non-Disc.$0
Employees1
Clients0
DateJul 2021
Total AUM$7.7K
Discretionary$7.7K
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$7.7K
Discretionary$7.7K
Non-Disc.$0
Employees1
Clients0
DateApr 2021
Total AUM$7.7K
Discretionary$7.7K
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$7.7K
Discretionary$7.7K
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$7.7K
Discretionary$7.7K
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$7.7K
Discretionary$7.7K
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$7.7K
Discretionary$7.7K
Non-Disc.$0
Employees1
Clients0
DateNov 2020
Total AUM$1.5K
Discretionary$1.5K
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0