Feldman, Ingardona & Co
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,810,972,000
Clients
179
Advisors
5
of 6 employees
About
Feldman, Ingardona & Co. provides investment advisory and portfolio management services primarily to high‑net‑worth individuals and families, as well as institutions, trusts, pension and business entities, with a typical minimum account size of $5 million. The firm offers discretionary and non‑discretionary portfolio management focused on organizing portfolios, setting long‑term strategic asset allocation, selecting investment managers and monitoring performance.
Investment decisions are guided by a long‑term strategic allocation framework with the option for tactical shifts informed by fundamental and technical analysis; implementation is mainly through mutual funds and exchange‑traded funds using both active and passive managers. Portfolios are reviewed at least quarterly, and clients receive written performance reports that compare portfolio and manager returns to benchmarks and peer groups.
Distinctive features for a firm of this team size include unusually high assets under management per advisor and ownership of an affiliated tax return preparation company, along with insurance licensure that permits insurance product transactions. The brochure discloses these affiliations and describes conflict‑management practices (including disclosure of insurance commissions and encouragement that clients evaluate other tax providers); the firm also emphasizes investment management rather than standalone financial planning and does not target non‑high‑net‑worth individual clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 0.80% $2,000,000 - $5,000,000: 0.50% $5,000,000 - $25,000,000: 0.40% $25,000,000+: 0.30%
Account minimum: $5,000,000
Main office
2001 Butterfield Rd, Ste 170
Downers Grove IL 60515
Advisors at this office
5
Most active in
Arizona · California · Colorado · Florida · Illinois · Michigan · Montana · New Mexico · North Carolina · Texas · Wisconsin
Also doing business as
Feldman, Ingardona & Co · Feldman, Ingardona & Co. · Feldman, Mccracken & Co. · W.M. Feldman & Co., Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Alex I
Series 63, Series 65
Downers Grove, IL
Feldman, Ingardona & Co
Alex Ingardona is a financial advisor at Feldman, Ingardona & Co with 42 years of industry experience. He has been with the firm since 1997. In addition to his advisory role, he serves on the board of a metal stamping company, RJP Investment Group LLC, where he holds a minority ownership interest. Feldman, Ingardona & Co provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions. The firm focuses on long-term strategic asset allocation and utilizes both active and passive mutual funds and ETFs, with portfolios reviewed quarterly.
Matthew H
CFP®
Downers Grove, IL
Feldman, Ingardona & Co
Matthew Hart is a CFP® professional at Feldman, Ingardona & Co with three years of industry experience. He has been with the firm since 2019 and previously worked at Aon from 2015 to 2019. Feldman, Ingardona & Co provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutional clients, focusing on long-term strategic asset allocation and manager selection. The firm employs a combination of active and passive mutual funds and ETFs, regularly reviews portfolios, and offers both discretionary and non-discretionary management.
Timothy H
CFP®, Series 63, Series 65
Downers Grove, IL
Feldman, Ingardona & Co
Timothy Hart is a CFP® professional with 32 years of industry experience, currently serving at Feldman, Ingardona & Co. since 1998. He holds Series 63 and Series 65 registrations and is based in Downers Grove, Illinois. Feldman, Ingardona & Co. provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions, focusing on long-term strategic asset allocation and manager selection. The firm manages portfolios through mutual funds and ETFs, combining active and passive strategies, and serves clients with minimum account sizes typically starting at $5 million.
Austin F
Series 66
Downers Grove, IL
Feldman, Ingardona & Co
Austin Feldman is a financial advisor at Feldman, Ingardona & Co with four years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC. Feldman, Ingardona & Co. provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions, focusing on long-term strategic asset allocation and manager selection. The firm employs both active and passive mutual funds and ETFs, offering discretionary and non-discretionary management with regular portfolio reviews.
Michael I
CFP®
Downers Grove, IL
Feldman, Ingardona & Co
Michael Ingardona is a CFP® professional with 12 years at Feldman, Ingardona & Co and 4 years of industry experience. He is based in Downers Grove, IL, and is part of a five-advisor team. Feldman, Ingardona & Co. provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions. The firm focuses on long-term strategic asset allocation, using both active and passive managers, and offers discretionary and non-discretionary portfolio management with regular performance monitoring.
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