DOWNERS GROVE, ILCRD 29449Latest ADV September 16, 2025
Feldman, Ingardona & Co is an SEC registered investment adviser organized as a corporation with a primary office location in Downers Grove, IL. Its latest Form ADV filing, dated September 16, 2025, reports $1.7B in regulatory assets under management, 6 employees, and 188 accounts.
Assets Under Management
$1.7B
Employees
6
Offices
--
Total Clients
182
Primary office
DOWNERS GROVE, IL
2001 BUTTERFIELD RD, STE 170, DOWNERS GROVE, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.3% of total clients.
Top client categories% of clientsClients
1
HNWI
97.3%
177
2
Corporations
2.7%
5
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of September 16, 2025
Discretionary69.9%
$1.2B
70% of total RAUM69.9%
Non-discretionary30.1%
$521M
30% of total RAUM30.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.7B
Total Accounts188
10Y AUM Change$-195M (-10.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee30:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.