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Building 2A J FELDMAN FINANCIAL, LLC

Map pin
Phone847-607-8249
NotebookSEC #801-131716
Total AUM
$135.9M
Employees
1
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
BY APPOINTMENT ONLY
Phone
847-607-8249

ReceiptFinancials

Total AUM
$135.9M
Accounts
631
Discretionary
$135.9M
Accounts
631
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
109
AUM
$62.2M
HNW Individual Clients
31
AUM
$73.1M
Charitable Organization Clients
1
AUM
$650K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILINMAMIPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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