Icon Capital Group, LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 4029
- Registered since
- September 26, 1974
Firm profile
FINTRXOverview
Icon Capital Group, LLC is organized as a limited liability company and is registered with the SEC; public records show its registration date as 1974. The firm’s ownership is reported as a combination of a domestic entity and an individual. In the available snapshot the firm is listed as “Unclassified,” and several standard profile fields—such as stated business activities, advisory offerings, client types, and fee structure—are not disclosed in the source dataset. The firm is not identified as a capital allocator, does not report active ESG investing, and is not documented as a multi-state adviser, pension consultant, or related adviser. Those attributes, together with the lack of published detail on investment style or product mix, indicate limited publicly available information about how Icon Capital Group sources or constructs client portfolios.
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
1 of 1
Alphonse Calicchio
President and CEOCRD 1577654
Contacts
2 of 2
David Mcclean
DirectorCRD 1211045

Eddie Polite
Financial ProfessionalCRD 1744820
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 5 Upper Newport Plz
- Time zone
- PT (UTC-8)
- Office locations
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