# ICON Financial Services LLC

ICON Financial Services LLC is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/icon-savings-plan

## Regulatory record

- **CRD number:** 306816
- **SEC file number:** 801-117987
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306816

## About

The new, affordable way for businesses to offer a retirement plan. | At Icon we’ve transformed retirement benefits by seamlessly blending digital technology with innovative plan design to create a new type of retirement benefit: a PRP (Portable Retirement Plan).

## Questions

### Who are the principals at ICON Financial Services LLC?

No named principals are publicly associated with ICON Financial Services LLC. Public records, including state business filings and industry databases, do not list specific individuals as founders, executives, or investment professionals. The firm's ownership structure is not disclosed.

### What is the investment strategy of ICON Financial Services LLC?

No investment strategy has been publicly described by ICON Financial Services LLC. The firm does not maintain a website or LinkedIn presence that details asset-class focus, stage preferences, or geographic targets. Without primary source disclosure, the firm's investment approach cannot be verified from public information.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/icon-financial-services-llc

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