J. Mangone Capital Management LLC

RIASEC Registered
Total AUM
$46.3M
Discretionary
$46.3M
100% of AUM
Avg account
$2.6M
Accounts
18
Employees
1
Advisory reps
1

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

FINTRX

Overview

J. Mangone Capital Management LLC is an independent, owner-operated registered investment adviser that manages portfolios for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and provides discretionary portfolio management rather than financial planning or pension consulting. It is not positioned as a capital allocator or a multi-state or ESG-focused adviser; the practice appears to be a single-adviser, owner-run RIA focusing on direct portfolio management for a limited client set.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 51%, State & Local Bonds 38%, Cash & Cash Equivalents 10%, Exchange Traded Equities 1%51%
  • Non-Exchange Traded Equities51%
  • State & Local Bonds38%
  • Cash & Cash Equivalents10%
  • Exchange Traded Equities1%

Contacts

1 of 1
  • Joseph Mangone

    Managing MemberCRD 715947

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth