Bysko John Allan (Old Lyme)

Bysko John Allan is a large advisory firm based in Old Lyme. It manages $148.4 million of regulatory assets for 212 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Connecticut.

Bysko John Allan provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bysko John Allan: assets under management

The assets under management (AUM) of Bysko John Allan is $148.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $148.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $699.98 thousand each.

Bysko John Allan has custody of $20.13 million in cash and securities for 14 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 86% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 10% of the firm’s portfolio. Investments in government bonds form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bysko John Allan for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bysko John Allan serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Bysko John Allan is high net worth individuals with 62 clients and $136.76 million of assets under management. Among the 11 most similar advisory firms, Bysko John Allan has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $148.4 million for 146 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Bysko John Allan doesn't advise any private funds.

Careers at Bysko John Allan

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Allan Bysko	Owner/chief compliance officer	1 Jul 1995	75% - 100%	4364072

Based in Old Lyme

The principal office where Bysko John Allan performs its advisory services is located at 100 Halls Road, Old Lyme, CT 06371 The mailing address of the firm is P.O. Box 487, Old Lyme, CT 06371 0487. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-434-3632 or by fax 860-434-5207. The normal business hours are 9:30 to 5:00 on Monday - Friday.