$67.2M Total AUM
$0 Disc. AUM
14.0% 3Y CAGR
1 Employees
70 ADV. Clients
34 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-1991
- Office Locations
- 1
Office Locations
-- Wynantskill NY
About Chlastawa, Allan F.
Chlastawa, Allan F. is a Wynantskill-based RIA. The firm has been operating for 34 years. Managing $67.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$67.2M AVG AUM / ADVISOR
$960.6K AVG AUM / CLIENT
34.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
34yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ALLAN FRANK CHLASTAWA
Chief Compliance Officer
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $67,244,269 | $947,102 |
| Total | $67,244,269 | $947,102 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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