Advisor at Janal Capital Management LLC
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Firm
Janal Capital Management LLC
Location
Rochester, NY
Credentials
Series 65
Industry experience
4 years
Alan Resnick is a financial advisor at Janal Capital Management LLC with 22 years of experience at the firm. He holds a Series 65 designation and is based in Rochester, NY. Resnick's background includes prior corporate treasury and retirement-plan investment committee experience. Janal Capital Management provides asset allocation advice and discretionary investment management primarily to individual and trust clients, using no-load index mutual funds, ETFs, and select individual equities. The firm employs an in-house financial model to tailor portfolios and conducts monthly reviews and rebalancing as needed.
0.10% annually for clients before 12/31/2010; 0.15% annually for clients after 12/31/2010, each with $1,500 minimum annual fee
Minimum fee: $1,500 minimum annual fee for all Investment Management Clients
Rochester, NY
New York
Janal Capital Management LLC
2004 - Present (22 years)
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