Icon Capital Group, LLC

Broker-DealerFINRA MemberEst. 1974
Total AUM
—
Advisory reps
3
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. Ownership is listed as a combination of a domestic entity and an individual. Regulatory and firm-level attributes in the dataset characterize the adviser as unclassified and not a multi-state adviser. The firm is not identified as a capital allocator, not active on ESG investing, not a pension consultant, and is not flagged as a related adviser. The data do not include descriptive notes on the firm's business lines, advisory offerings, client segments, or fee schedules, so the public profile is limited to the structural and regulatory attributes noted above.

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

2 of 2
  • David Mcclean

    David Mcclean

    DirectorCRD 1211045

  • 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