C
CRD: 129216
Capital Allocation Management, INC
Totowa, NJ, 07512
9738129660
$118.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
34 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-30-1992
- Office Locations
- 1
Office Locations
40 Vreeland Avenue Suite 107 Totowa NJ
About Capital Allocation Management, INC
Capital Allocation Management, INC is a Totowa-based RIA. The firm has been operating for 34 years. Managing $118.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
-- AVG AGE
$118.8M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
10.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Ember value Value Beacon vector
Client Personas
Focus timber
Investment Themes
Delta
Investment Vehicles
Timber Capital
Services
Value Beacon crest Ember Signal summit Optima
Owner & Executives
D
DONALD RAYMOND ZOCH
President
- CRD
- #1037066
- Ownership
- 75% or more
(973) 494-7748
optima.pioneer@catalystcapital.com
in linkedin.com/in/pioneer-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $118,781,000 | -- |
| Total | $118,781,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $118,781,000
Equity - Exchange:
21.6% Public Funds:
33.5% Cash:
44.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,179,600,158 | 21.6% |
| Public Funds | $1,829,472,467 | 33.5% |
| Cash | $2,452,039,216 | 44.9% |
| Total | $5,461,111,841 | 100.0% |