Icon Capital Group, LLC

Broker-DealerFINRA MemberEst. 1974
Total AUM
Advisory reps
4
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 has been SEC-registered since 1974. FINTRX records classify the firm as "Unclassified" and indicate ownership tied to a domestic entity and an individual. The profile contains minimal public information about the firm's business model: fields for client base, fee structure, and advisory activities are not populated in the dataset, and the firm did not provide material detail in the "Activities and Affiliations" section. The firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser according to the snapshot data. Those negative flags point to a limited disclosure record in the dataset rather than specific investment strategies or client-service offerings.

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

1 of 1
  • Alphonse Calicchio

    Alphonse Calicchio

    President And CEOCRD 1577654

Contacts

3 of 3
  • Eddie Polite

    Eddie Polite

    Financial ProfessionalCRD 1744820

  • Kirk Howard

    Kirk Howard

    Managing DirectorCRD 2971072

  • David Mcclean

    David Mcclean

    PrincipalCRD 1211045

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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