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Building 2CHLASTAWA, ALLAN F.

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Phone518-286-5000
NotebookSEC #801-113010
Total AUM
$67.2M
Employees
1
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
518-286-5000

ReceiptFinancials

Total AUM
$67.2M
Accounts
71
Discretionary
$0
Accounts
0
Non-Discretionary
$67.2M
Accounts
71

ContactClients

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Individual Clients
50
AUM
$21.8M
HNW Individual Clients
20
AUM
$44.8M
Charitable Organization Clients
1
AUM
$595.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
LIMITED LEGAL & ACCOUNTING SERVICES
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
AS MUTUALLY AGREED E.G. ONE-TIME FIX FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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