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 classified in FINTRX as an investment bank. The firm has been SEC-registered since 2002 and is owned by an individual. Publicly listed firm attributes indicate it is not a capital allocator and is not identified as an active ESG investor; it also does not appear as a multi-state adviser or a pension consultant in the available record. Several item fields that typically describe fee structure, client segments, and specific advisory or business activities are not populated in the source data, so the firm's client-facing business model and product set are not disclosed in FINTRX.
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 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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