Capital Allocation Management

Capital Allocation Management (CRD# 129216) is a financial advisory firm headquartered in Totowa, NJ. They manage $44,500,000 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Capital Allocation Management
Showing 1 - 1 of 1 top financial advisors.
Donald R. Zoch
CRD#: 1037066
40 Vreeland Avenue, Suite 101c, Totowa, NJ 07512

Donald Zoch (CRD# 1037066) is an Investment Advisor Representative working at Capital Allocation Management in Totowa, NJ and has over 32 years of experience in the finance industry.

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