David Kashtan
David Kashtan is a registered investment advisor at Allspring Funds Management, LLC, based in Manahawkin, NJ, with 38 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,065 clients with $320B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allspring Funds Management negotiates investment advisory fees with each managed account program sponsor. These fees generally range from 0.07% to 0.75% of the value of the client's assets managed. The total annual fees charged by sponsors generally include Allspring's fee. Fees are generally payable quarterly based on the calendar quarter-end market value. Clients also pay the fees and expenses of the underlying investments.
Location
Manahawkin, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David owns a residential rental property in Clifton, NJ since 1987. He spends minimal time as a landlord.
Employment History
Current Registrations
Allspring Funds Management, LLC
Allspring Funds Distributor, LLC
Allspring Funds Distributor, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
The Huntington Investment CompanyBroker
The Huntington Investment Company
PNC Investments
PNC InvestmentsBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Bny Investment Center INC.
Bny Investment Center INC.Broker
Columbia Funds Distributor, INC.Broker
Banc of America Capital Management, LLC
Bacap Distributors, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Dreyfus Investment Services Company, LLCBroker
Dreyfus Service CorporationBroker
Tri-State Financial Planning AssociatesBroker
First Investors CorporationBroker
State Registrations53 states
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