CLICK CAPITAL MARKETS

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
168376
Registered since
October 30, 2014

Firm profile

FINTRX

Overview

Click Capital Markets is organized as a limited liability company and is SEC‑registered; its registration dates to 2014. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as unclassified in the dataset. Public disclosures captured by FINTRX include a number of activity flags: it is not identified as a capital allocator, is not flagged as an active ESG investor, is not registered as a multistate adviser, is not marked as newly formed, and is not described as a pension consultant or a related adviser. The dataset does not provide descriptive detail on the firm’s client segments, advisory offerings, or day‑to‑day business activities.

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

3 of 3
  • MARLON BEVAUN

    Chief Financial OfficerCRD 6259795

  • Thomas Meringolo

    Chief Compliance OfficerCRD 4192542

  • SCOTT COYLE

    CEO & FounderCRD 1512382

Contacts

3 of 3
  • ANDREW SCHMIDT

    Director of SalesCRD 4483703

  • BRADLEY SHAW

    Director of Broker Dealer OperationsCRD 2067034

  • ZACHARY VOUROS

    Product SpecialistCRD 6232437

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
9835 E Bell Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth