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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-13-2010
- Office Locations
- 1
Office Locations
About A J Feldman Financial, LLC
AJ Feldman Financial is a founder-led RIA providing financial planning and investment management built around a structured, goal-based process that revisits assumptions rather than forecasting markets. The firm works with individuals and families on retirement and lifestyle planning, tax and estate considerations, insurance, and charitable or business-succession needs. Portfolio implementation emphasizes diversified asset allocation using public funds such as index funds, ETFs, mutual funds and fixed income, with custody at Charles Schwab.
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Owner & Executives
ANDREW JULIUS FELDMAN
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5146719
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,922,400 | $215,408 |
| Non-Discretionary | $0 | -- |
| Total | $135,922,400 | $215,408 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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