AdFi
IF

ICON Financial Services LLC

SEC Registered
Portland, OR1 (503) 917-0590
Assets Under Management
Under $100M
Office Locations
1 office
Total Accounts
4178

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Leadership

The Icon Savings Plan Corporation
MEMBER
Alexander Kent Rowley
CO-FOUNDER & CHIEF COMPLIANCE OFFICER
Laurie Rowley
CO-FOUNDER, CEO

Office locations

1 office in 1 state
OR
PortlandHQ

Advisors at this firm

3 advisors in the directory

Regulatory & compliance

CRD number
#306816
SEC Number
801-117987
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee

Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ICON Financial Services LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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ICON Financial Services in Portland, OR - Fees & Services