Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Battat is a registered Investment Advisor Representative with Iconiq Capital, LLC. Adam is a Series 65 licensed individual with experience in Portfolio Management for Private Foundations, Individuals, and Pooled Investment Vehicles. Adam has been in the industry since 2020 and has worked for various organizations, including Bingham, Osborn & Scarborough, LLC, Chapman University, and TSG Wealth Management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
03/24/2023 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
IA
Issued 08/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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