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 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

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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

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Recent M&A activity

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Recent filings

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Awards

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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