Icon Capital Group, LLC

Broker-DealerFINRA MemberEst. 1974
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 organized as a limited liability company and has been SEC-registered since 1974. The ownership is listed as a domestic entity and individual. Public filings classify the adviser as "unclassified" and indicate it does not operate as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or newly formed adviser. The firm is also not listed as a pension consultant or a related adviser in the available data. The firm has provided limited detail about its advisory or investment activities in the data source; there is no itemized description of its client segments, fee schedule, product shelf, or portfolio construction approach.

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
  • Eddie Polite

    Eddie Polite

    Financial ProfessionalCRD 1744820

  • Kirk Howard

    Kirk Howard

    Managing DirectorCRD 2971072

  • David Mcclean

    David Mcclean

    DirectorCRD 1211045

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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