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FELDSTEIN, STEVEN DBA STEVEN FELDSTEIN & ASSOCIATES
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$138.9M
Total AUM
| Category | Value |
|---|---|
| Non-Discretionary | 138.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 109022 |
| SEC Number | 801-56257 |
| Phone | 908-879-9559 |
| Fax | 908-879-2552 |
| Total Employees | 4 |
| Business Types | broker_dealer |
Client Count by Type (519 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 519 |
County data not available for this organization.