|
⚲
|
| Keyboard |
| Feldman Jeffrey Mark
✚
|
|
|---|---|
| CRD # | 107956 |
| SEC # | 801-57098 |
| CIK # | |
| AUM | 340.6 M (2026-01-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 585-442-7580 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 81.3 |
| (b) Individuals (high net worth individuals) | 130 | 259.4 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 320 | 340.6 |
| By Discretionary | ||
| Discretionary | 320 | 340.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 320 | 340.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 340.6 | |
| Total | 320 | 340.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Coordinated Financial Planning Corp
✚
|
OH | 343.2 M |
|
Carroll Advisory Group LLC
✚
|
TX | 341.1 M |
|
Weybosset Research & Management LLC
✚
|
RI | 340.9 M |
|
Scholtz & Company LLC
✚
|
CT | 340.5 M |
|
The Mathes Company Inc
✚
|
NY | 339.8 M |
|
Keyvantage Wealth LLC
✚
|
PA | 339.4 M |
|
Tucker Jr Douglas Ray
✚
|
AL | 339.0 M |
|
Smallwood Wealth Investment Management LLC
✚
|
NJ | 339.0 M |
|
Lewis Financial Management LLC
✚
|
NC | 338.7 M |
|
Mine & ARAO Wealth Creation and Management LLC
✚
|
CA | 338.1 M |