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Steffen Westphal

Iconiq Capital, LLC

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About Steffen Westphal

Steffen Westphal is an Investment Advisor Representative associated with Iconiq Capital, LLC. Steffen is currently registered with the state of California. Steffen has been in the securities industry for 10 years and has passed the Uniform Investment Adviser Law Examination (Series 65). Steffen's specializations include portfolio management for private foundations, individuals, and pooled investment vehicles.

Firm Information

Steffen Westphal is currently registered with Iconiq Capital, LLC. Iconiq Capital, LLC is a San Francisco-based investment advisory firm managing approximately $84.2 billion in assets for a variety of clients, including high-net-worth individuals, pooled investment vehicles, and charitable organizations. Their services include portfolio management, selection of other advisors, and other advisory services. They do not offer financial planning or pension consulting.
Iconiq Capital, LLC

50 BEALE ST.

SAN FRANCISCO, CA 94105

$84.19B

Assets Under Management

Not reported

Total Clients

66

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio managment for private foundations

Portfolio managment for private foundations

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Steffen Westphal’s Registration & Firm History

CA

01/01/2025 - Present

Iconiq Capital, LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 11/20/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steffen Westphal.
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