Allocca J P & Associates Inc is a large advisory firm based in Santa Fe. It manages $72 million of regulatory assets for 990 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New Mexico.
Allocca J P & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Allocca J P & Associates Inc is $72 million. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Allocca J P & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Joseph Paul Allocca has been acting as President since 1 Jul 1980. John Francis Brunett joined the executive team most recently as the Vice President.
The principal office where Allocca J P & Associates Inc performs its advisory services is located at 1549 St Francis Dr, Santa Fe, NM 87505, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 505-988-9739 or by fax 505-982-3640. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.pensionco.com.