A complete list of active advisors currently associated with A J Feldman Financial, LLC

Warmer can help you find a great advisor at A J Feldman Financial, LLC or one who fits your needs even better.

The firm provides discretionary investment management, financial planning and advisory account review services to a mix of individuals, retirement plans, trusts, estates, corporations and charitable organizations. It manages client portfolios using exchange-traded funds, no‑load mutual funds, stocks and bonds and reports approximately $136 million in regulatory assets under management for about 140 clients. The firm generally favors a long-term, buy-and-hold investment posture while implementing asset allocation and individual recommendations based on each client’s net worth, risk tolerance and objectives. Its research draws on charting, fundamental and technical analysis, and clients receive custodial statements and written performance reports at agreed intervals (generally no more frequently than quarterly). Distinctive elements in the brochure include explicit servicing of charitable organizations and the firm’s practice of disclosing performance information to clients and in public materials. The adviser also maintains a minority interest in an ETF development business and has a formal succession agreement with a third‑party advisor to support continuity, both of which are less common for firms of this size.

To learn more about the advisors currently working at A J Feldman Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.