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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Autumn? Claim Your ProfileAutumn Anderson is a registered investment advisor representative with Iconiq Capital, LLC. Autumn Anderson is a licensed advisor in the state of California. Autumn Anderson has been in the industry since 2014 and specializes in portfolio management for individuals, investment companies, and pooled investment vehicles. Autumn Anderson also provides selection of other advisors and portfolio management for private foundations.
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
06/17/2024 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
IA
Issued 06/25/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/20/2016
Series 66 - Uniform Combined State Law Examination
Active
Inactive
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