Bloomberg Anywhere Login


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

August 30, 2015 3:06 PM ET

Capital Markets

Company Overview of Capital Allocation & Management, Inc.

Company Overview

Capital Allocation & Management, Inc. provides professional investment management and consulting services to independent financial advisors. It offers marketing support services, including reallocation letters and client notices, private label brochures, customized proposals and presentations, fund due diligence reports, and bi-quarterly investment posture updates. The company also provides reporting services, such as client account monthly statements and quarterly reports, as well as offers client account summary. It serves professional financial planners, public accountants, insurance executives, and high net worth investors through a suite of investment programs, market analysis, and proa...

5445 DTC Parkway

Suite 1000

Greenwood Village, CO 80111

United States

Founded in 1987





Key Executives for Capital Allocation & Management, Inc.

Chief Executive Officer and President
Chief Operating Officer
Compensation as of Fiscal Year 2015.

Similar Private Companies By Industry

Company Name Region
Student Options LLC United States
Creative Financial Group Ltd. United States
Carbide Partners LLC United States
Triax Capital Advisors, LLC United States
Wynston Hill Capital LLC United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Greater Houston Partnership United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Capital Allocation & Management, Inc., please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at