FELDMAN, INGARDONA & CO
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
- HNWI91.11%
- Corporations / Businesses7.39%
- Charitable Organizations0.92%
- Pension & Profit Sharing Plans0.58%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Feldman, Ingardona & Co. operates as a corporation and has been registered with the SEC since 1997. The firm serves a diverse client base that includes individuals, families, and institutional investors. It provides a range of advisory services, including portfolio management for both individuals and small businesses, as well as for larger institutions. The firm employs a fee structure based on a percentage of assets under management and fixed fees. While it does not actively engage in ESG investing, it is recognized as a capital allocator, indicating its focus on strategic investment management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Private Funds13%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1WILLIAM FELDMAN
Chairman and Chief Executive OfficerCRD 1307358
Contacts
3 of 5Austin Feldman
AnalystCRD 7426813
TIMOTHY HART
Portfolio ManagerCRD 2009179
ALEX INGARDONA
OwnerCRD 1303711
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DOWNERS GROVE, IL
DU PAGE
Location
DOWNERS GROVE, IL
Headquartered in DOWNERS GROVE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 2001 Butterfield Rd
- Time zone
- CT (UTC-6)
- Office locations
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