RIA Intel›Advisers›Illinois›FELDMAN, INGARDONA & CO.

FELDMAN, INGARDONA & CO.

Advisory

N·DOWNERS GROVE, IL

Data as of Sep 24, 2024 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

-42.6%

3-Year CAGR

-18.9%

Employees

6

Assets Under Management

Total AUM$1.7B

Discretionary AUM$1.2B

Non-Discretionary AUM$521M

Discretionary %69.9%

Total Clients182

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)+20.0%

Filing History

Total Filings on Record37

First FilingMar 30, 2001

Latest FilingSep 24, 2024

🔒 Full AUM trend chart and 37 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FELDMAN, INGARDONA & CO.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.