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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Horio is an Investment Advisor Representative associated with Iconiq Capital, LLC. Michael has been in the industry since 2011. Michael has successfully completed the Uniform Investment Adviser Law Examination (Series 65) and is registered as an Investment Advisor Representative in California. Michael is currently employed by Iconiq Capital, LLC and has held previous positions at IEQ CAPITAL, LLC, PNC Bank, University of California Berkeley, University of Chicago Laboratory High School, Gabelli Asset Management Company, Total Clarity Wealth Management.
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
01/31/2025 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
IA
Issued 05/21/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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