Unclaimed
Hao Qiu is a registered Investment Advisor Representative with Iconiq Capital, LLC, a firm based in San Francisco, California. Qiu has been in the industry since 2018, with experience at Cygnus Equity in Shanghai, First Bridge Ventures in Paris, BofA Securities in New York, and EVCARD in Shanghai. Qiu holds a Series 65 license and specializes in Portfolio Management for Private Foundations, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.
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
11/25/2024 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
Active
Inactive
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