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Donald Z
Series 63
Totowa, NJ
Capital Allocation Management, Inc
Donald Zoch is the sole advisor at Capital Allocation Management, Inc. in Totowa, NJ, holding a Series 63 designation with 10 years of industry experience. He has been with Capital Allocation Management since 1995. Capital Allocation Management, Inc. provides investment advisory and portfolio management services primarily on a non-discretionary basis to individual clients, managing approximately $93.4 million across about 35 client relationships. The firm emphasizes ongoing consultation and client approvals rather than unilateral trading, operating a less common non-discretionary model among independent advisers.
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