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 operates as a limited liability company that registered with the SEC in 2014. The firm is owned by a domestic entity/individual and is classified in the source data as "Unclassified." It is not identified as a capital allocator and is not flagged as a multi-state adviser. The firm is not described as an active ESG investor and is not characterized as a newly formed adviser, a pension consultant, or a related adviser. The available information does not include detail on advisory activities, fee schedules, or target client segments.

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

    Marlon Bevaun

    Chief Financial OfficerCRD 6259795

  • Thomas Meringolo

    Thomas Meringolo

    Chief Compliance OfficerCRD 4192542

  • Scott Coyle

    Scott Coyle

    CEO & FounderCRD 1512382

Contacts

3 of 3
  • Andrew Schmidt

    Andrew Schmidt

    Director of SalesCRD 4483703

  • Bradley Shaw

    Director of Broker Dealer OperationsCRD 2067034

  • Zachary Vouros

    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