Icon Capital Group, LLC

Broker-DealerFINRA MemberEst. 1974
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
4029
Registered since
September 26, 1974

Firm profile

FINTRX

Overview

Icon Capital Group, LLC is organized as a limited liability company and appears on SEC records dating back to 1974. Public profile fields are sparse: the firm is classified as "unclassified" in the available dataset, lists its owner type as both a domestic entity and an individual, and does not identify itself as a capital allocator, an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. The firm did not supply details about its advisory activities, fee schedules, client segments, or manager allocation preferences in the source material.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Alphonse Calicchio

    Alphonse Calicchio

    President and CEOCRD 1577654

Contacts

2 of 2
  • David Mcclean

    David Mcclean

    DirectorCRD 1211045

  • Eddie Polite

    Eddie Polite

    Financial ProfessionalCRD 1744820

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth