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William Morley Feldman

FELDMAN, INGARDONA & CO.·DOWNERS GROVE, Illinois
Clean recordFELDMAN, INGARDONA & CO.
2001 BUTTERFIELD RD, DOWNERS GROVE, IL 60515CRD# 1307358Firm CRD# 29449

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Morley Feldman · DOWNERS GROVE, IL
Registration
CRD #1307358 · FELDMAN, INGARDONA & CO.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Morley Feldman is a registered financial advisor based in DOWNERS GROVE, Illinois, affiliated with FELDMAN, INGARDONA & CO.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
FELDMAN, INGARDONA & CO.
FELDMAN, INGARDONA & CO
AUM
$1.5B
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1307358
Firm CRD# 29449
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Morley Feldman offer?
William Morley Feldman specializes in Investment Management, Wealth Management. Contact their office in DOWNERS GROVE, Illinois for a consultation.
What are William Morley Feldman's credentials?
William Morley Feldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Morley Feldman located?
William Morley Feldman is based in DOWNERS GROVE, Illinois, working with FELDMAN, INGARDONA & CO.. Their office serves clients in the DOWNERS GROVE metropolitan area and surrounding communities.
How does William Morley Feldman charge for services?
William Morley Feldman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FELDMAN, INGARDONA & CO.?
FELDMAN, INGARDONA & CO. has approximately 6 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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