J
$46.3M Total AUM
$46.3M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-06-2011
- Office Locations
- 1
Office Locations
-- Paradise Valley AZ
About J. Mangone Capital Management LLC
J. Mangone Capital Management LLC is a Paradise Valley-based RIA. The firm has been operating for 15 years. Managing $46.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
70 AVG AGE
$46.3M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOSEPH V MANGONE
Chief Compliance Officer, Registered Investment Advisor
- CRD
- #715947
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,316,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,316,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Municipal Bonds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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