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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 12, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROWLEY, ALEXANDER, KENT | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
| THE ICON SAVINGS PLAN CORPORATION | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
| Rowley, Laurie | I | THE ICON SAVINGS PLAN CORPORATION | D | Control |
Registrations
Federal
IA
May 12, 2025 REGISTERED
Notice Filings (52)
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Address
1631 NE BROADWAY ST.#815
PORTLAND, OR 97209
United States
Phone: 1 (503) 917-0590