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Advisor

Alan Resnick

Janal Capital Management · Rochester, New York

Alan Resnick is a fee-only financial advisor at Janal Capital Management in Rochester, New York. Janal Capital Management reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmJanal Capital Management
Based in Rochester, New York
Fee model (firm's Form ADV)Percentage of assets
Assets under management$23.2M across 15 accounts
SEC registration Investment adviser representative in NY · CRD 1864476
Exams passedSeries 65 (2004)
Firm size1 employee
Disclosures None reported
LinkedInProfile

How Alan's firm compares

  • Janal Capital Management's average account is about $1.5 million, from its Form ADV (assets managed divided by 15 accounts).

What fee-only advisors charge in New York

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Questions about Alan

Is Alan Resnick a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Janal Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Alan charge for financial advice?

Alan's firm, Janal Capital Management, reports charging a percentage of assets on its SEC Form ADV.

Where is Alan Resnick based?

Alan Resnick is based in Rochester, New York.

Is Alan Resnick registered with the SEC?

Yes. Alan Resnick is registered as an investment adviser representative in NY (CRD 1864476), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Janal Capital Management manage?

Janal Capital Management reports $23.2M across 15 accounts in assets under management.

How do I contact Alan Resnick?

Contact details aren't on file yet. Search for Janal Capital Management.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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