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A J Feldman Financial, LLC

● SEC registered since 2025CRD 154773SEC# 801-131716
Export (members)
Reg. AUM
$135.9M
Employees
1
Accounts
631
Location

A J Feldman Financial, LLC assets under management

A J Feldman Financial, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $135.9 million in regulatory assets under management and employs 1 people.

A J Feldman Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Andrew Julius Feldman ControlManaging Member / Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does A J Feldman Financial, LLC manage?

A J Feldman Financial, LLC reports $135.9 million in regulatory assets under management on its Form ADV.

How many employees does A J Feldman Financial, LLC have?

A J Feldman Financial, LLC reports 1 employees.

Does A J Feldman Financial, LLC disclose fund performance?

A J Feldman Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone847-607-8249
Fax847-607-8249
Office hours9a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$135.9M▲ 21%
Mar '25 — $112.6MApr '25 — $112.6MMay '25 — $112.6MJun '25 — $112.6MJul '25 — $112.6MAug '25 — $112.6MSep '25 — $112.6MOct '25 — $112.6MNov '25 — $112.6MDec '25 — $112.6MJan '26 — $112.6MFeb '26 — $135.9MMar '26 — $135.9MApr '26 — $135.9MMay '26 — $135.9MJun '26 — $135.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$135.9Mregulatory AUM
Discretionary $135.9M