DINAN CAPITAL ADVISORS

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
30
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 has been SEC-registered since 2012. FINTRX classifies the firm as an investment bank rather than a traditional asset manager, which suggests its primary activities are likely centered on capital markets or transaction-related advisory work rather than portfolio management. The snapshot indicates the firm is owned by domestic entities and/or individuals. FINTRX also flags several negative attributes: the firm is not listed as a capital allocator, is not an active ESG investor, is not identified as a multi-state adviser, and is not a pension consultant or related adviser. The firm did not provide additional detail about its advisory or business activities in the source material.

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
  • NANCY MARTINEZ

    Chief Operating OfficerCRD 5912831

  • MICHAEL DINAN

    President, Chief Executive OfficerCRD 1598465

Contacts

3 of 28
  • Ming Tan

    Vice PresidentCRD 6811837

  • MICHAEL REISTER

    Senior Vice PresidentCRD 6206833

  • Richard DeSimone

    Investment Banking AnalystCRD 7342733

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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