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CHLASTAWA, ALLAN F.
CHLASTAWA, ALLAN FRANK
CRD 288859 · SEC 801-113010
NY, United States
Phone
518-286-5000
Fax
518-286-2500
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$67.2M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; AS MUTUALLY AGREED E.G. ONE-TIME FIX FEE
Org form
Sole Proprietorship
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)LIMITED LEGAL & ACCOUNTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $21.8M |
| High net worth individuals | 20 | $44.8M |
States served
NY
Official SEC filing: View on IAPD