Feldman Jeffrey Mark
● SEC registered since 1999CRD 107956SEC# 801-57098
Reg. AUM
$340.6M
Employees
1
Accounts
320
Location
—
About Feldman Jeffrey Mark
Jeffrey Mark Feldman, through Rochester Financial Services, offers fee-only portfolio management and objective financial advice. It operates an independent consulting practice focused on unbiased wealth guidance.
Summary based on the firm’s website.
Feldman Jeffrey Mark assets under management
Feldman Jeffrey Mark is an SEC-registered investment adviser. The firm has been registered since 1999. It reports $340.6 million in regulatory assets under management and employs 1 people.
Feldman Jeffrey Mark owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Mark Feldman Control | Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Feldman Jeffrey Mark manage?
Feldman Jeffrey Mark reports $340.6 million in regulatory assets under management on its Form ADV.
How many employees does Feldman Jeffrey Mark have?
Feldman Jeffrey Mark reports 1 employees.
Does Feldman Jeffrey Mark disclose fund performance?
Feldman Jeffrey Mark is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 585-442-7580 |
| Fax | 585-351-2458 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$340.6M▲ 10%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers
Assets under management
$340.6Mregulatory AUM
Discretionary $340.6M