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FELDMAN, INGARDONA & CO

2001 Butterfield Rd
Ste 170
Downers Grove, Illinois 60515
Tel: 630-663-1800

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About FELDMAN, INGARDONA & CO

FELDMAN, INGARDONA & CO, formally registered with the SEC as FELDMAN, INGARDONA & CO. The firm was established in 12/01/1997. They have over 1 offices throughout the country.

FELDMAN, INGARDONA & CO is a Downers Grove, Illinois based Financial Planning firm with nearly $1,514,856,000 assets under management, offering retirement planning & investment advisory services to 180 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#29449
SEC#801-55072
Assets Managed by Firm$1,514,856,000
No. of Clients180
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total180$1,514,856,000
High net worth individuals169$1,370,377,000
Pension and profit sharing plansFewer than 5 clients$12,421,000
Charitable organizationsFewer than 5 clients$14,393,000
Corporations or other businesses5$117,665,000

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