AC
AC

Ashok Chachra

4 Years of Experience
New York, NY

Ashok Chachra is a registered investment advisor at Allen Investment Management, LLC, based in New York, NY, with 4 years of industry experience. Ashok operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 145 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
145 clients
Average Client Portfolio
$109.2M average
Assets Under Management
$15.8B

Fee Structure

Investment management only (planning not offered)

AIM's fees for managing your investments are negotiable and depend on the services provided. Fees can be based on a percentage of the value of your portfolio, a fixed schedule, or an incentive-based fee. The percentage charged on your portfolio varies depending on the amount you invest and the services you receive. AIM also allocates client assets to third-party managers, who charge separate fees in addition to AIM's fees.

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Location

711 Fifth Avenue, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Allen Investment Management, LLC
August 2021 - Present · 4 yrs 9 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.