A J Feldman Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 154773
- Registered since
- January 2, 2025
- Website
- ajfeldmanfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI53.78%
- Individuals45.74%
- Charitable Organizations0.48%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
A J Feldman Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm works primarily with individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM charge with the option for hourly billing. The adviser is SEC-registered (2025) and is not positioned as a multi-state adviser, pension consultant, or capital allocator. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- US Government Bonds6%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Andrew Feldman
President and FounderCRD 5146719
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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