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. 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
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
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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