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 ownership is listed as a domestic entity and individual. Public filings classify the adviser as "unclassified" and indicate it does not operate as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or newly formed adviser. The firm is also not listed as a pension consultant or a related adviser in the available data. The firm has provided limited detail about its advisory or investment activities in the data source; there is no itemized description of its client segments, fee schedule, product shelf, or portfolio construction approach.
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 1
Alphonse Calicchio
President and CEOCRD 1577654
Contacts
3 of 3
Eddie Polite
Financial ProfessionalCRD 1744820

Kirk Howard
Managing DirectorCRD 2971072

David Mcclean
DirectorCRD 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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