Click Capital Markets
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 168376
- Registered since
- October 30, 2014
- Website
- click.markets
Firm profile
FINTRXOverview
Click Capital Markets is organized as a limited liability company and was first registered with the SEC in 2014. FINTRX classifies the firm as "unclassified" and identifies its owner type as a domestic entity and individual. The firm is not flagged as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. Available regulatory markers also indicate it is not listed as a pension consultant or a related adviser. Publicly available records on core business lines, fee structure, client segments, and advisory activities are sparse; the profile therefore centers on registration and organizational attributes rather than on an articulated investment philosophy or product lineup.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Marlon Bevaun
Chief Financial OfficerCRD 6259795

Thomas Meringolo
Chief Compliance OfficerCRD 4192542

Scott Coyle
CEO & FounderCRD 1512382
Contacts
3 of 3
Andrew Schmidt
Director of SalesCRD 4483703
Bradley Shaw
Director of Broker Dealer OperationsCRD 2067034

Zachary Vouros
Product SpecialistCRD 6232437
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 9835 E Bell Rd
- Time zone
- MT (UTC-7)
- Office locations
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