Dinan Capital Advisors

Broker-DealerFINRA MemberEst. 2012
Total AUM
—
Advisory reps
26
Avg account
$0

Firm details

Headquarters
Phoenix, Arizona
CRD number
157327
Registered since
January 4, 2012

Firm profile

FINTRX

Overview

Dinan Capital Advisors is structured as a limited liability company and has been SEC-registered since 2012. FINTRX classifies the firm as an investment bank. Ownership is reported as a mix of a domestic entity and an individual. The firm does not identify as a capital allocator, does not report active ESG investing, and is not listed as a pension consultant or as a related adviser to another registered adviser. Although the data set provides operational attributes, it does not include descriptions of client segments, fee schedules, specific advisory activities, or product offerings. The firm also indicates it is not a multistate adviser even as other location data show multiple office sites.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael Dinan

    Michael Dinan

    President, Chief Executive OfficerCRD 1598465

  • Nancy Martinez

    Nancy Martinez

    Chief Operating OfficerCRD 5912831

Contacts

3 of 24
  • David Miller

    Financial and Operations PrincipalCRD 334612

  • Michael Brill

    Michael Brill

    Managing DirectorCRD 1583139

  • Lisa Kaufman

    Lisa Kaufman

    Managing DirectorCRD 2182953

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Phoenix, AZ

Maricopa

Location

Phoenix, AZ

Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
307 N Gateway Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth