June 25, 2017 1:47 AM 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 2016.

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Recent Private Companies Transactions

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