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Profile content is produced by SmartAsset independently of anyīusiness relationships that might exist between SmartAsset and the named financial professional andįirm, and financial professionals and firms having business relationships with SmartAsset receive To report any data inconsistencies or errors, please named financial professional and firm have not reviewed, approved, or endorsed this profile andĪre not responsible for its accuracy. The content in this profile was updated by SmartAsset on using publicly available data However, fee types billed by Iconiq Capital, LLC can be comprised of asset-based, fixed and performance-based fees. Iconiq Capital, LLC offers a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services.įinancial management fees vary depending on the services provided. Of its 1,276 client accounts, 54% are associated with high-net-worth clients who have greater than $1 million in assets. The firm serves 49 charitable organizations. It controls $89 billion in assets among its 1,276 accounts, making it one of the largest investment advisory firms in the country by assets under management. The company has offices in two locations and a total of 378 advisors.
Iconiq Capital, LLC is an advisory firm that has its headquarters in San Francisco, California. Murphy maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Morgan & Company, Massmutual Financial Group, Abide, Inc, Boston College - Massachusetts, East Longmeadow High School and Iconiq Capital, LLC.
During their career, Murphy has held roles at Goldman Sachs & Co. Murphy currently works for Iconiq Capital, LLC. Kristyna Murphy is a financial advisor who works in San Francisco, California, with 12 years of professional experience.
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