|
⚲
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| Steven Feldstein & Associates
✚
| |
|---|---|
| CRD # | 109022 |
| SEC # | 801-56257 |
| CIK # | |
| AUM | $120.0 MM (2024-06-12) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 908-879-9559 |
| Address | 1 Shadowbrook Lane Basking Ridge, NJ 07920 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 525 | 120.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 525 | 120.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 525 | 120.0 |
| Total | 525 | 120.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.0 | |
| Total | 525 | 120.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kingsman Wealth Management
✚
|
FL | 0.1 |
|
J M Brown & Associates Inc
✚
|
OK | 0.1 |
|
Heritage Capital Advisors LLC
✚
|
CO | 0.1 |
|
Expressive Wealth LLC
✚
|
IL | 0.1 |
|
Peak Wealth Management LLC
✚
|
MI | 0.1 |
|
Morman Kaplan Brilliant and Fransko LLC
✚
|
MI | 0.1 |
|
Actitrust Wealth Management LLC
✚
|
FL | 0.1 |
|
Broadwing Capital Advisors Inc
✚
|
CA | 0.1 |
|
BWA LLC
✚
|
CA | 0.1 |
|
Investment Insight Wealth Management LLC
✚
|
NY | 0.1 |