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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Schilling is an Investment Advisor Representative at Iconiq Capital, LLC, a firm that provides investment advisory services to individuals, businesses, and pooled investment vehicles. Christopher has been a registered Investment Advisor Representative since January 30, 2021 and holds the Series 65 license. Iconiq Capital, LLC manages a variety of investment portfolios, including those for high net worth individuals, charitable organizations, and pooled investment vehicles. The firm's investment philosophy is based on a long-term, value-oriented approach, and they strive to provide their clients with personalized and customized investment solutions.
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
01/03/2025 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
IA
Issued 01/29/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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