Icon Wealth Advisors is an investment advisor in Houston with $1.78 bn assets under management.
Company profile
Website
Employees
Incorporated
SEC CIK
IRS number
881145772
SEC advisor number
801-125893
FINRA CRD number
319609
AUM ?
$1.78 bn
(as of 5 Oct 22)
Accounts
3,178
(as of 5 Oct 22)
Employees
19
(15 investment advisory or research)
Office hours
Monday - Friday, 8:30 AM - 4:30 PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Focus Operating, LLC | Member (Manager) | 03/2022 | > 75% |
Pratz, Blake, Andrew | Founder and Managing Partner | 03/2022 | < 5% |
Mcadams, Mark, Baker | Founder and Managing Partner | 03/2022 | < 5% |
Schwarzbach, Stephen, Thomas | Founder and Managing Partner | 03/2022 | < 5% |
Mcgee, Brooks, Harper | Managing Partner | 03/2022 | < 5% |
Pavlik, James, Alan | Managing Partner | 03/2022 | < 5% |
Ardeel, Amy, Schwarzbach | Chief Compliance Officer | 03/2022 | < 5% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
Latest filings (excl ownership)
No filings