Chlastawa Allan Frank

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Assets, Funds, Holdings

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Chlastawa Allan Frank
CRD #288859
SEC #801-113010
CIK #
AUM $52.1 MM (2024-03-24)
Employees 1 (100% Investors, 0% Brokers)
Phone518-286-5000
Address62 Indian Pipe Drive
Wynantskill, NY 12198-7820
Source [IAPD]
Total AUM ($MM)
604836241202009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 51 22.9
(b) Individuals (high net worth individuals) 17 28.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 69 52.1
By Discretionary
Discretionary 0 0.0
Non-Discretionary 69 52.1
Total 69 52.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 52.1
Total 69 52.1
Comparable Firms State AUM ($BB)
Aldemar Research Corporation
NY 0.1
Flying Point Asset Management LLC
NY 0.1
Minerva Wealth Advisory LLC
NY 0.1
GPS Financial LLC
NY 0.1
Coral Reef Advisors LLC
FL 0.1
Watchstone Wealth Management LLC
NY 0.1
Main Street Management Company
NY 0.1
KDM Capital LLC
NY 0.1
Allos Investment Advisors LLC
KS 0.1
Parlin Advisors LLC
NY 0.1
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