Dinan Capital Advisors

Broker-DealerFINRA Member
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 organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is recorded as a domestic entity / individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. The profile also indicates it is not a multi-state adviser, not a pension consultant, and not a related adviser.

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