Dinan Capital Advisors

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
27
Avg account
$0

Firm details

Headquarters
Phoenix, Arizona
CRD number
157327
Registered since
January 4, 2012

Firm profile

FINTRX

Overview

Dinan Capital Advisors is organized as a limited liability company and has been SEC-registered since 2012. FINTRX classifies the firm as an investment bank and identifies the owner type as a domestic entity and individual. The firm is not listed as a capital allocator and is reported as not being an active ESG investor. Several standard adviser designations are marked negative in the source (not a multi-state adviser, not a pension consultant, not a related adviser). The source provides limited detail on the firm’s business lines, advisory activities, fee schedules, or client segments; the available fields in FINTRX that do contain data are primarily registration and structural attributes rather than portfolio or service descriptions.

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

2 of 2
  • Nancy Martinez

    Nancy Martinez

    Chief Operating OfficerCRD 5912831

  • Michael Dinan

    Michael Dinan

    President, Chief Executive OfficerCRD 1598465

Contacts

3 of 25
  • Ming Tan

    Ming Tan

    Vice PresidentCRD 6811837

  • Michael Reister

    Michael Reister

    Senior Vice PresidentCRD 6206833

  • Richard DeSimone

    Richard DeSimone

    Investment Banking AnalystCRD 7342733

Unlock 22 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Phoenix, AZ

Maricopa

Location

Phoenix, AZ

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

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
307 N Gateway Blvd
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth