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 appears in FINTRX as SEC-registered since 2012. The dataset classifies the firm as an investment bank and lists ownership as a mix of a domestic entity and an individual. The profile indicates the firm is not positioned as a capital allocator, is not identified as an active ESG investor, and is not recorded as a multi-state or newly formed adviser. It is also not listed as a pension consultant or a related adviser. The firm did not provide details in this dataset about its client base, fee schedule, specific business lines, or advisory activities; the separate activities and affiliations field likewise contains no disclosures. The classification as an investment bank in the available data suggests a focus on transactional or advisory work rather than on traditional discretionary asset management, but the record contains limited operational detail.

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth