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FELDMAN, INGARDONA & CO
Legal name: FELDMAN, INGARDONA & CO.
CRD 29449File 801-55072
APPROVED
Retail clients
Custody
Filing as of Sep 16, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$1.73B
Top 25% of cohort (national)
Discretionary AUM
$1.21B
Non-discretionary $521.2M
Clients
182
188 accounts
Employees
6
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 1, 1997
- Principal office
- 2001 BUTTERFIELD RD, STE 170, DOWNERS GROVE, IL, 60515
- Phone
- 630-663-1800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.73B
- Discretionary AUM
- $1.21B
- Non-discretionary AUM
- $521.2M
- Discretionary accounts
- 158
- Non-discretionary accounts
- 30
- Total accounts
- 188
- AUM per client
- $9.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $128.2M |
| Charitable organizations | Fewer than 5 | $15.9M |
| High net worth individuals | 177 | $1.58B |
| Pension and profit sharing plans | Fewer than 5 | $10.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.