Chlastawa, Allan Frank is a mid-sized advisory firm based in Wynantskill. It manages $34.38 million of regulatory assets for 68 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of New York.
Chlastawa, Allan Frank provides financial planning services, portfolio management for individuals and small businesses, and limited legal & accounting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Chlastawa, Allan Frank is $34.38 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Chlastawa, Allan Frank for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Chlastawa, Allan Frank is individuals with 55 clients and $17.39 million of assets under management. Among the 4 most similar advisory firms, Chlastawa, Allan Frank has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $30.53 million for 66 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Chlastawa, Allan Frank doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Chlastawa, Allan Frank performs its advisory services is located at 62 Indian Pipe Drive, Wynantskill, NY 12198 7820, 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 518-286-5000 or by fax 518-286-2500. The normal business hours are 9 am - 5 pm on Monday - Friday.