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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth