Steven Feldstein & Associates
● SEC registered since 1999CRD 109022SEC# 801-56257
Reg. AUM
$160M
Employees
4
Accounts
740
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 $160 million in regulatory assets under management and employs 4 people.
Steven Feldstein & Associates owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Feldstein Control | Chief Compliance Officer And Managing Member | Over 75% | 1974 |
Frequently asked questions
How much does Steven Feldstein & Associates manage?
Steven Feldstein & Associates reports $160 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
| Phone | 908-879-9559 |
| Fax | 908-879-2552 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$160Mregulatory AUM
Discretionary $0Non-discretionary $160M