|
⚲
|
| Keyboard |
| Chlastawa Allan Frank
✚
|
|
|---|---|
| CRD # | 288859 |
| SEC # | 801-113010 |
| CIK # | |
| AUM | 67.2 M (2026-03-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 518-286-5000 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 21.8 |
| (b) Individuals (high net worth individuals) | 20 | 44.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 71 | 67.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 71 | 67.2 |
| Total | 71 | 67.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 67.2 | |
| Total | 71 | 67.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Formation Advisers LLC
✚
|
68.4 M | |
|
Parlin Advisors LLC
✚
|
NY | 68.2 M |
|
Iconoclastic Capital Management LLC
✚
|
NY | 68.2 M |
|
FIFR Inc
✚
|
68.0 M | |
|
Occam Capital Management LLC
✚
|
NY | 67.4 M |
|
Honeoye Falls Capital LLC
✚
|
NY | 67.0 M |
|
Watchstone Wealth Management LLC
✚
|
66.8 M | |
|
Alinea Invest Inc
✚
|
NY | 66.6 M |
|
Shope Financial Planning Inc
✚
|
NY | 65.6 M |
|
Stewardship Financial Services Inc
✚
|
NY | 65.5 M |