Unclaimed
Tyler Pender is a registered investment advisor representative with Iconiq Capital, LLC. Tyler has been in the industry since October 2009 and holds a Series 65 license. Tyler is registered in California. The firm offers a range of services, including portfolio management for individuals, pooled investment vehicles, and selection of other advisors. Tyler has a background in law, having previously worked at Davis Polk & Wardwell LLP.
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
12/17/2019 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
IA
Issued 12/17/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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