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Steven Feldstein & Associates

● SEC registered since 1999CRD 109022SEC# 801-56257
Export (members)
Reg. AUM
$138.9M
Employees
4
Accounts
735
Location

Steven Feldstein & Associates assets under management

Steven Feldstein & Associates operates as an SEC-registered investment adviser. The firm has been registered since 1999. It reports $138.9 million in regulatory assets under management and employs 4 people.

Steven Feldstein & Associates owners & executives

1 reported
NameTitleOwnershipSince
Steven Feldstein ControlChief Compliance Officer And Managing MemberOver 75%1974

Frequently asked questions

How much does Steven Feldstein & Associates manage?

Steven Feldstein & Associates reports $138.9 million in regulatory assets under management on its Form ADV.

How many employees does Steven Feldstein & Associates have?

Steven Feldstein & Associates reports 4 employees.

Does Steven Feldstein & Associates disclose fund performance?

Steven Feldstein & Associates is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone908-879-9559
Fax908-879-2552
Office hours9:00a.m.-5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$138.9M
Total (RAUM)$138.9M