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Co-Founder & Chief Compliance Officer · Icon Financial Services LLC

Alexander K. Rowley

CRD 6418034 · Named on Form ADV at one SEC-registered adviser

At a glance

Icon Financial Services LLC, an SEC-registered wealth manager based in Portland, OR with $20 million in regulatory assets, lists Alexander K. Rowley on its Form ADV as Co-Founder & Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Alexander’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alexander’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.