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CAPITAL ALLOCATION MANAGEMENT, INC
CRD 129216
40 VREELAND AVENUE, SUITE 107, TOTOWA, NJ, 07512, United States
Phone
973-812-9660
Fax
973-339-9199
Registration
— (—)
Source
State registered
Total AUM
$118.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 34 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $795K |
| High net worth individuals | 31 | $118.0M |
Official SEC filing: View on IAPD