Chlastawa, Allan F.

Overview

Allan F. Chlastawa operates as an independent registered investment adviser under a sole-proprietor model, registered with the SEC since 2018. The practice focuses on individual and family clients, delivering financial planning and portfolio management tailored to individuals and small businesses. The adviser’s business footprint includes affiliations with accounting and law-firm activities, which suggests clients can receive coordinated tax and legal considerations alongside investment advice. Investment activity is concentrated in client-directed (non-discretionary) arrangements rather than discretionary portfolio management. Fee arrangements are flexible: percentage-of-assets, hourly billing and other fee forms are used depending on client needs. The firm does not identify as an active ESG investor and is not positioned as a multi-state advisory platform.

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Public Holdings

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Location & Offices