Feldman, Ingardona & Co
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Overview
Feldman, Ingardona & Co is located at 2001 Butterfield Rd, Downers Grove, IL. The firm employs 5 financial advisors to manage client portfolios and provide financial guidance. Feldman, Ingardona & Co is not a registered broker-dealer.
Feldman, Ingardona & Co oversees $2.6 billion in assets under management across 167 accounts, of which 135 are discretionary and 32 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The firm caters to high net worth investors and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Feldman, Ingardona & Co includes asset-based and fixed fees. The firm has 155 high net worth clients.
Feldman, Ingardona & Co is registered in the states of Arizona, California, Colorado, Florida, Illinois, Michigan, Montana, New Mexico, North Carolina, Texas, and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Feldman, Ingardona & Co by the Numbers
$2.6 billion
5
167
$15.8 million
Products and Services
Feldman, Ingardona & Co provides a variety of financial services, which can include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. Notably, Feldman, Ingardona & Co did not provide financial planning services to any of its accounts in the last fiscal year. The Firm is not involved in selling products or offering services aside from investment advisory services to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees typically are based on which services are offered. Fees billed by Feldman, Ingardona & Co can include any combination of the following fee types: asset-based or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to high net worth investors and corporations. Out of its 2 clients, Feldman, Ingardona & Co's largest client type by number of accounts is other, but it also manages money for 155 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 96.88%
- Other Individuals - 0%
- Corporations - 3.12%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Feldman, Ingardona & Co does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Feldman, Ingardona & Co
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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