CRD: 29449
Feldman, Ingardona & Co.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-24-1992
- Office Locations
- 1
Office Locations
About Feldman, Ingardona & Co.
Feldman, Ingardona & Co. is an investment counsel firm serving high-net-worth individuals, families, and institutions. Founded in 1997, it provides objective, unbiased investment consulting and portfolio structuring focused on preserving and building wealth with competitive long-term returns while controlling risk. Primarily retail and institutional; custody includes Fidelity/NFS.
Reported data analysis
What the numbers show
Between September 24, 2024 and September 16, 2025, reported AUM increased 14.4%, from $1.5B to $1.7B.
Across 5 reported observations, AUM decreased 39.0% between December 17, 2021 and September 16, 2025, from $2.8B to $1.7B.
Of the latest reported AUM, 69.9% is discretionary and 30.1% is non-discretionary.
The firm reports 6 advisory representatives and 186 clients, or 31 clients per representative. That equates to $10.7M in reported AUM per client.
The profile lists 1 reported office location and 34 years in operation. The source data was last updated on September 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
Michael Anthony Ingardona
Portfolio Manager, VICE PRESIDENT
- CRD
- #7513372
- Ownership
- 5% but less than 10%
TIMOTHY M HART
EXECUTIVE VICE PRESIDENT, Portfolio Manager
- CRD
- #2009179
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Austin Edgar Lee Feldman
Analyst
- CRD
- #7426813
Matthew Carl Hart
Portfolio Manager
- CRD
- #7712487
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,378,535,000 | $7,673,032 |
| Non-Discretionary | $612,946,000 | $17,374,233 |
| Total | $1,991,481,000 | $9,221,096 |
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Separately Managed Accounts
SMA allocation detail is available
Feldman, Ingardona & Co. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.