ICON Wealth Partners specializes in providing investment advisory services aimed at preserving and enhancing wealth across multiple generations. The firm offers access to curated institutional investment opportunities and a dedicated team of experienced advisors.

ICON Wealth Partners

ICON Wealth and Legacy Partners provides financial planning services, including securities and investment advisory services, self-described as offering tax strategies, estate planning, and asset protection.

ICON Wealth and Legacy Partners

Investor Advisory Service provides stock investment recommendations through a newsletter format. The service is self-described as consistently high-performing since its inception in 1973, focusing on small and mid-cap stocks and market trends.

Investor Advisory Service

Facet offers financial planning services covering various areas of personal finance, including investments, retirement planning, and estate planning. The company provides access to certified financial planners and technology-driven financial advice.

Metric
Company Name	ICON Wealth Partners	ICON Wealth and Legacy Partners	Investor Advisory Service	Facet
Symbol
MSH ID	COM:ICONWP	COM:ICONWLP	COM:INVESTORADVISORYSERVICE	COM:FACET
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Wealth Management	Finance	Investment Services	Investment Advisory
Country	US	US	US	US
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Employee Count
Website	iconwp.com	iconwlp.com	investoradvisoryservice.com	facet.com
LinkedIn
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Monthly Web Traffic	78
Web Traffic Growth	-0.93
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ICON

COM:ICONWP

ICON Wealth Partners

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