Feldman, Ingardona & Co
SEC RegisteredInvestment Counsel for High-Net-Worth Individuals, Families, And Institutions
About the firm
Founded in September 1997, Feldman, Ingardona & Co. was established to provide objective, unbiased investment consulting services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Objective, unbiased investment consulting services, including organizing and structuring investment portfolios, preserving and building client wealth, achieving competitive long-term investment returns while controlling risk, and providing superior client service.
Who they serve
High-net-worth individuals, families, and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | — |
| High Net Worth Individuals | 177 | $1.6B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 0.80% |
| Next $3,000,000 | 0.50% |
| Next $20,000,000 | 0.40% |
| Over $25,000,000 | 0.30% |
Data as of September 16, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Feldman, Ingardona & Co has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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