CAPZONE MANAGEMENT LLC

NORWALK, Connecticut·3 registered advisors·CRD# 330135
SEC# 801-1300550646-580-3195
01

Firm Overview

AUM
$208M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at CAPZONE MANAGEMENT LLC

3 registered advisors
Alfred John Puchala
NORWALK, Connecticut
Charles Thornton Lake
NORWALK, Connecticut
Kimberly Joanne Lake
NORWALK, Connecticut
05

Office Locations

NORWALK, Connecticut
3 advisors

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Data sourced from SEC Form ADV filings. CAPZONE MANAGEMENT LLC (CRD# 330135) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.