⚲
|
Chlastawa Allan Frank
✚
| |
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CRD # | 288859 |
SEC # | 801-113010 |
CIK # | |
AUM | $52.1 MM (2024-03-24) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 518-286-5000 |
Address | 62 Indian Pipe Drive Wynantskill, NY 12198-7820 |
Source | [IAPD] |
Total AUM ($MM) |
---|
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 |