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| Keyboard |
| Steven Feldstein & Associates
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|---|---|
| CRD # | 109022 |
| SEC # | 801-56257 |
| CIK # | |
| AUM | 160.0 M (2026-02-24) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 908-879-9559 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 526 | 160.0 |
| (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 | 740 | 160.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 740 | 160.0 |
| Total | 740 | 160.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.0 | |
| Total | 740 | 160.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
M3 Wealth Management LLC
✚
|
OH | 160.2 M |
|
Harding Financial Group LLC
✚
|
OH | 160.2 M |
|
The Wealth Group Ltd
✚
|
NC | 160.2 M |
|
Arbor Private Wealth LLC
✚
|
VA | 160.1 M |
|
Fidelis Financial Planning LLC
✚
|
MO | 160.0 M |
|
Kensington Financial Advisors LLC
✚
|
NJ | 159.9 M |
|
Read & Powell Financial Services LLC
✚
|
NV | 159.7 M |
|
Wiregrass Investment Management LLC
✚
|
GA | 159.7 M |
|
Richey Advisors Inc
✚
|
CA | 159.7 M |
|
Zidel Financial Inc
✚
|
CO | 159.6 M |