Icon Wealth Partners is an investment advisor in Houston with $1.98 bn assets under management.
Company profile
Website
Employees
Location
Fiscal year end
SEC CIK
IRS number
813600875
SEC advisor number
801-125893
FINRA CRD number
319609
AUM ?
$1.75 bn
(as of 26 Sep 23)
Accounts
3,318
(as of 26 Sep 23)
Employees
19
(15 investment advisory or research)
Address
Icon Wealth Partners
1980 POST OAK BOULEVARD
SUITE 1300
HOUSTON
TX 77056
1980 POST OAK BOULEVARD
SUITE 1300
HOUSTON
TX 77056
Phone
7139045020
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
30 Jul 21
13F-HR
Quarterly holdings report by institutional manager
26 Apr 21
13F-HR
Quarterly holdings report by institutional manager
8 Feb 21