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 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
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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