Overview
Assets Under Management: $309 million
High-Net-Worth Clients: 107
Average Client Assets: $2 million
Frequently Asked Questions
FELDMAN JEFFREY MARK 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 #107956), FELDMAN JEFFREY MARK is subject to fiduciary duty under federal law.
FELDMAN JEFFREY MARK serves 107 high-net-worth clients according to their SEC filing dated January 09, 2025. View client details ↓
According to their SEC Form ADV, FELDMAN JEFFREY MARK offers financial planning and portfolio management for individuals. View all service details ↓
FELDMAN JEFFREY MARK manages $309 million in client assets according to their SEC filing dated January 09, 2025.
According to their SEC Form ADV, FELDMAN JEFFREY MARK serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 317
Discretionary Accounts: 317
Regulatory Filings
CRD Number: 107956
Last Filing Date: 2025-01-09 00:00:00
Website: https://aol.com