Dinan Capital Advisors

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
26
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Dinan Capital Advisors is registered as a limited liability company and appears on FINTRX as an SEC-registered entity since 2012. The platform classifies the firm as an investment bank and lists its owner type as a domestic entity/individual. Publicly available profile fields for advisory activities, client segments, and fee structures are not populated in the FINTRX record. The record also flags several negative attributes rather than active service lines: the firm is not identified as a capital allocator, is not an active ESG investor, and is not listed as a multi-state adviser or pension consultant. FINTRX does not provide additional detail about the firm’s lines of business, deal activity, or affiliations.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael Dinan

    Michael Dinan

    President, Chief Executive OfficerCRD 1598465

  • Nancy Martinez

    Nancy Martinez

    Chief Operating OfficerCRD 5912831

Contacts

3 of 24
  • David Miller

    Financial and Operations PrincipalCRD 334612

  • Michael Brill

    Michael Brill

    Managing DirectorCRD 1583139

  • Lisa Kaufman

    Lisa Kaufman

    Managing DirectorCRD 2182953

Unlock 21 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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