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 the source data as an investment bank. It has been registered with the SEC since 2002 and is owned by an individual. The record provides limited operational detail: specific advisory services, client segments, and business activities are not described in the available profile. The firm is not identified as an active ESG investor and is not listed as a multistate adviser. The profile indicates a compact operational footprint, with two office locations recorded in the database, but no public breakdown of staffing, product lines, or client-facing services is provided.
Assets & Accounts
Investments & Alternatives
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

Charles Allen
Managing DirectorCRD 4464901
Elizabeth Collins
FinOpCRD 4714831
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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