Overview
Assets Under Management: $136 million
High-Net-Worth Clients: 31
Average Client Assets: $2.4 million
Frequently Asked Questions
A J FELDMAN FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154773), A J FELDMAN FINANCIAL, LLC is subject to fiduciary duty under federal law.
A J FELDMAN FINANCIAL, LLC serves 31 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, A J FELDMAN FINANCIAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
A J FELDMAN FINANCIAL, LLC manages $136 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, A J FELDMAN FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.78%
Average Client Assets: $2.4 million
Total Client Accounts: 631
Discretionary Accounts: 631
Regulatory Filings
CRD Number: 154773
Filing ID: 2054761
Last Filing Date: 2026-02-17 17:56:58