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Home > Retirement Planners > illinois > downers grove > FELDMAN, INGARDONA & CO
FELDMAN, INGARDONA & CO
2001 Butterfield Rd
Ste 170
Downers Grove, Illinois 60515
Tel: 630-663-1800
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 Status | Approved |
|---|---|
| Firm CRD# | 29449 |
| SEC# | 801-55072 |
| Assets Managed by Firm | $1,514,856,000 |
| No. of Clients | 180 |
| No. of Advisors | 6 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 180 | $1,514,856,000 |
| High net worth individuals | 169 | $1,370,377,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $12,421,000 |
| Charitable organizations | Fewer than 5 clients | $14,393,000 |
| Corporations or other businesses | 5 | $117,665,000 |
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