Icon Capital Group, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
4029
Registered since
September 26, 1974

Firm profile

FINTRX

Overview

Icon Capital Group, LLC is registered as a limited liability company and is listed in the snapshot as a domestic entity/individual-owned firm. The profile classifies the firm as unclassified and indicates it does not act as a capital allocator. The record also flags that the firm is not an active ESG investor, is not designated as a multi-state adviser, and is not identified as a pension consultant or related adviser. The dataset does not include descriptions of the firm’s specific advisory services, fee structure, client types, or investment process. There are no entries for business or advisory activities in the record used for this profile.

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

1 of 1
  • Alphonse Calicchio

    Alphonse Calicchio

    President and CEOCRD 1577654

Contacts

3 of 3
  • David Mcclean

    David Mcclean

    DirectorCRD 1211045

  • Varinia Giacalone

    Varinia Giacalone

    Vice PresidentCRD 6479548

  • Eddie Polite

    Eddie Polite

    Financial ProfessionalCRD 1744820

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth