Feldstein, Steven Dba Steven Feldstein & Associates
Firm details
- Headquarters
- ,
- CRD number
- 109022
- Registered since
- February 1, 1999
- Website
- financial-advisor.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Steven Feldstein & Associates is a small, privately owned investment advisory and broker-dealer organized as a limited liability company. The firm is owned and operated by Steven Feldstein and has been SEC-registered since 1999. Its client focus is individual and family investors, and it charges fees based on a percentage of AUM. The firm provides financial planning and portfolio management services for individuals, small businesses, and institutions, and also offers pension consulting. It operates with a broker-dealer affiliation and is not positioned as a capital allocator or 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
- Exchange Traded Equities83%
- State & Local Bonds9%
- US Government Bonds4%
- Cash & Cash Equivalents3%
- Derivatives1%
Contacts
1 of 1Steven Feldstein
President And PrincipalCRD 1402510
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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