Unclaimed
Lee Hunold is an Investment Advisor Representative at Iconiq Capital, LLC. Lee has been in the industry since June 2012 and is registered with the state of California. Lee holds the Series 65 - Uniform Investment Adviser Law Examination. Lee is also the co-founder of LastContact, Inc.
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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2
NY
01/01/2025 - Present
Iconiq Capital, LLC (NEW YORK NY)
IA
Issued 09/29/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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