|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Feldman Ingardona & Co
✚
|
|
|---|---|
| CRD # | 29449 |
| SEC # | 801-55072 |
| CIK # | |
| AUM | $1.5 B (2025-01-02) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 630-663-1800 |
| Address | 2001 Butterfield Rd Downers Grove, IL 60515 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 169 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 180 | 1.5 |
| By Discretionary | ||
| Discretionary | 148 | 1.1 |
| Non-Discretionary | 32 | 0.5 |
| Total | 180 | 1.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.5 | |
| Total | 180 | 1.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Amplius Wealth Advisors LLC
✚
|
PA | 1.5 |
|
L Roy PAPP & Associates LLP
✚
|
AZ | 1.5 |
|
St Denis J Villere & Co LLC
✚
|
LA | 1.5 |
|
YCG LLC
✚
|
TX | 1.5 |
|
US Bancorp Advisors LLC
✚
|
CA | 1.5 |
|
The Hoerner Planning Group LLC
✚
|
VA | 1.5 |
|
First Pacific Financial Inc
✚
|
WA | 1.5 |
|
Ironwood Investment Counsel LLC
✚
|
AZ | 1.5 |
|
Mar Vista Investment Partners LLC
✚
|
CA | 1.5 |
|
Mas Advisors LLC
✚
|
FL | 1.5 |