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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Durfee is a financial advisor with over 10 years of experience in the industry. Adam is registered with Iconiq Capital, LLC and is a Certified Financial Planner. Adam specializes in working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Adam has a deep understanding of the financial markets and a commitment to providing clients with personalized advice and service.
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
12/05/2018 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
IA
Issued 06/29/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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