Click Capital Markets
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 168376
- Registered since
- October 30, 2014
- Website
- click.markets
Firm profile
FINTRXOverview
Click Capital Markets is organized as a limited liability company and has been an SEC-registered adviser since 2014. Public records identify the owner type as a mix of a domestic entity and an individual. The firm is classified as unclassified in the available snapshot and is not listed as a capital allocator. The firm's profile indicates it is not a multi-state adviser, is not identified as an active ESG investor, and is not marked as a pension consultant or related adviser. Specifics such as advisory services offered, fee schedules, client types, and detailed business activities were not included in the provided dataset.
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
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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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