Capital Allocation Management, Inc.

Capital Allocation Management, Inc. (CRD# 129216) is a financial advisory firm headquartered in Totowa, NJ. They manage $80,787,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
40 Vreeland Avenue, Suite 107, Totowa, NJ 07512
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $2,308,200
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Capital Allocation Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Donald Zoch, financial advisor Totowa NJ
Donald R. Zoch
CRD#: 1037066
40 Vreeland Avenue, Suite 107, Totowa, NJ 07512

Donald Zoch (CRD# 1037066) is an Investment Advisor Representative working at Capital Allocation Management, Inc. in Totowa, NJ and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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