The Courtney Group, LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 114904
- Registered since
- March 22, 2002
- Website
- thecourtneygroup.com
Firm profile
FINTRXOverview
The Courtney Group, LLC is organized as a limited liability company and is registered with the SEC since 2002. The firm is classified in the dataset as an investment bank and is owned by an individual. The record indicates it is not structured as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser, pension consultant, or related adviser. The dataset does not list specific advisory or business activities beyond the investment bank classification.
Assets & Accounts
Investments & Alternatives
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 1Richard Minicus
Chief Financial OfficerCRD 1334644
Contacts
3 of 8
Thomas Courtney
President & Managing DirectorCRD 1587615
Richard Macksey
Managing DirectorCRD 1390365
Eugene Vivino
Managing DirectorCRD 6746849
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
- 363 San Miguel Dr
- Time zone
- PT (UTC-8)
- Office locations
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