Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Vallarino is a registered Investment Advisor Representative with Iconiq Capital, LLC. Nicholas is licensed in California and has been in the industry since January 2014. He specializes in portfolio management for individuals and pooled investment vehicles, including private foundations. Nicholas holds the Chartered Financial Analyst designation.
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
08/18/2014 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
Active
Inactive
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