Alfred Puchala is a registered investment advisor at Capzone Management LLC, based in Norwalk, CT, with 9 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CapZone Management (CZM) is entitled to a management fee, paid quarterly in advance, of the Investor’s aggregate investment contributions plus such Investor’s share of investments for which the Fund has made commitments or other reserves.
Location
50 Washington Street, 9th Floor, Norwalk, CT, 06854
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Alfred is a 50% owner with his wife and managing member of Puchala J Co., Inc., a family investment company, dedicating minimal time to it. Alfred is also a lawyer.
Employment History
Current Registrations
Capzone Management LLC
Previous Registrations
Pickwick Capital Partners, LLCBroker
Academy Securities, INC.Broker
Moelis & Company LLCBroker
Lazard Freres & CO. LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.