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 is SEC‑registered; its registration dates to 2014. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as unclassified in the dataset. Public disclosures captured by FINTRX include a number of activity flags: it is not identified as a capital allocator, is not flagged as an active ESG investor, is not registered as a multistate adviser, is not marked as newly formed, and is not described as a pension consultant or a related adviser. The dataset does not provide descriptive detail on the firm’s client segments, advisory offerings, or day‑to‑day business activities.
Assets & Accounts
Location & Offices
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 3MARLON BEVAUN
Chief Financial OfficerCRD 6259795
Thomas Meringolo
Chief Compliance OfficerCRD 4192542
SCOTT COYLE
CEO & FounderCRD 1512382
Contacts
3 of 3ANDREW 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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