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A J FELDMAN FINANCIAL, LLC
CRD 154773 · SEC 801-131716
IL, United States
Phone
847-607-8249
Fax
847-607-8249
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.9M
Discretionary AUM
$135.9M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $62.2M |
| High net worth individuals | 31 | $73.1M |
States served
IL, IN, MA, MI, PA
All web addresses on file
Official SEC filing: View on IAPD