Overview
Assets Under Management: $139 million
High-Net-Worth Clients: 519
Average Client Assets: $267,700
Frequently Asked Questions
STEVEN FELDSTEIN & ASSOCIATES 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 #109022), STEVEN FELDSTEIN & ASSOCIATES is subject to fiduciary duty under federal law.
STEVEN FELDSTEIN & ASSOCIATES serves 519 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, STEVEN FELDSTEIN & ASSOCIATES offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
STEVEN FELDSTEIN & ASSOCIATES manages $139 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, STEVEN FELDSTEIN & ASSOCIATES serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 519
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $267,700
Total Client Accounts: 735
Non-Discretionary Accounts: 735
Regulatory Filings
CRD Number: 109022
Last Filing Date: 2025-02-13 00:00:00
Website: https://financial-advisor.com