J. Mangone Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 157055
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.22%
- Individuals8.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
J. Mangone Capital Management LLC is a small, privately owned advisory firm organized as an LLC that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm charges fees based on a percentage of assets under management and is run by an individual owner. It does not identify as an ESG-focused or multi-state adviser and does not act as a capital allocator or pension consultant. Advisory activities center on personalized portfolio management rather than institutional consulting or multi-manager allocation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities51%
- State & Local Bonds38%
- Cash & Cash Equivalents10%
- Exchange Traded Equities1%
Contacts
1 of 1Joseph Mangone
Managing MemberCRD 715947
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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