A complete list of active advisors currently associated with Icon Imperial

Warmer can help you find a great advisor at Icon Imperial or one who fits your needs even better.

Icon Imperial provides investment management primarily to pooled vehicles and institutional clients rather than individual retail investors, and its Form ADV identifies pension and profit‑sharing plans among the types of clients it serves. The brochure also indicates the firm issues periodicals by subscription and produces advisory materials alongside its management services (see Form ADV Part II items on publications and client types). The firm’s disclosure shows a mix of fee arrangements: it uses the common percentage‑of‑AUM model while also listing subscription fees and hourly charges in the fee section of the Form ADV (Part II). That combination suggests Icon Imperial delivers both ongoing portfolio management and discrete advisory or research services that can be purchased on an hourly or subscription basis. Compared with many investment managers focused on pooled assets, Icon Imperial’s offering of subscription‑based periodicals, hourly billing, and explicit pension consulting is uncommon and indicates a broader service set than pure asset management. These features point to a hybrid operating model that combines traditional institutional asset management with research distribution and plan‑level consulting.

To learn more about the advisors currently working at Icon Imperial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.