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.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Michael Anthony Ingardona
Portfolio Manager, VICE PRESIDENT
- CRD
- #7513372
- Ownership
- 5% but less than 10%
WILLIAM MORLEY FELDMAN
Chairman, Chief Compliance Officer, Chief Executive Officer
- CRD
- #1307358
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Austin Edgar Lee Feldman
Analyst
- CRD
- #7426813
Matthew Carl Hart
Portfolio Manager
- CRD
- #7712487
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,212,339,000 | $7,673,032 |
| Non-Discretionary | $521,227,000 | $17,374,233 |
| Total | $1,733,566,000 | $9,221,096 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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