Feldman, Ingardona & Co

RIASEC Registered

Total AUM

$2B

Discretionary

$1.4B

69% of AUM

Avg account

$10.5M

Accounts

190

Employees

Advisory reps

Firm details

Headquarters: Downers Grove, Illinois
CRD number: 29449
Registered since: December 1, 1997
Website: www.feldmaningardona.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI90.94%
Corporations / Businesses7.52%
Charitable Organizations0.95%
Pension & Profit Sharing Plans0.59%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Feldman, Ingardona & Co. is an independent registered investment adviser organized as a corporation and first registered with the SEC in 1997. The firm serves both individual and family clients as well as institutional or business clients. Its advisory services emphasize discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of outside advisers for client mandates. Feldman, Ingardona & Co. operates as a capital allocator and charges clients via a combination of percentage-of-AUM and fixed fees. The firm reports an industry affiliation with accounting professionals and does not identify itself as an active ESG investor or a multi-state adviser.