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 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
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
2 of 2
David Mcclean
DirectorCRD 1211045

Eddie Polite
Financial ProfessionalCRD 1744820
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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