ICON CAPITAL GROUP, LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 4029
- Registered since
- September 26, 1974
Firm profile
FINTRXOverview
Icon Capital Group, LLC is organized as a limited liability company and has been SEC-registered since 1974. The firm is listed as owned by a combination of a domestic entity and an individual and is classified in the dataset as "unclassified." The profile data indicates the firm is not a capital allocator, is not active on ESG investing, and is not designated as a multi-state or newly formed adviser. The dataset also marks the firm as not acting in a pension consultant capacity and not identified as a related adviser.
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
1 of 1ALPHONSE CALICCHIO
President and CEOCRD 1577654
Contacts
3 of 3EDDIE POLITE
Financial ProfessionalCRD 1744820
KIRK HOWARD
Managing DirectorCRD 2971072
DAVID MCCLEAN
PrincipalCRD 1211045
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 5 Upper Newport Plz
- Time zone
- PT (UTC-8)
- Office locations
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