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| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Feldman Jeffrey Mark
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|---|---|
| CRD # | 107956 |
| SEC # | 801-57098 |
| CIK # | |
| AUM | $309.4 M (2025-01-09) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 585-442-7580 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 95.7 |
| (b) Individuals (high net worth individuals) | 107 | 213.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 317 | 309.4 |
| By Discretionary | ||
| Discretionary | 317 | 309.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 317 | 309.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 309.4 | |
| Total | 317 | 309.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
United Wealth Management LLC
✚
|
0.3 | |
|
Investment Professionals LLC
✚
|
WI | 0.3 |
|
Gray William Loyd Jr
✚
|
0.3 | |
|
LENK Ladner Investment Solutions LLC
✚
|
MA | 0.3 |
|
Leconte Wealth Management LLC
✚
|
TN | 0.3 |
|
Thomas Story and Son LLC
✚
|
IN | 0.3 |
|
The McHugh Group LLC
✚
|
0.3 | |
|
Cherry Creek Investment Advisors Inc
✚
|
CO | 0.3 |
|
Blakeslee & Blakeslee Financial Advisers Inc
✚
|
CA | 0.3 |
|
Three Bearings Fiduciary Advisors Inc
✚
|
NH | 0.3 |