Feldman, Ingardona & Co
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,579,534,000
Clients
177
Advisors
5
of 6 employees
About
Feldman, Ingardona & Co. provides investment advisory services to high‑net‑worth individuals and families, institutions, pension and profit‑sharing plans, trusts and business entities, generally requiring a $5,000,000 minimum account size. The firm offers discretionary and non‑discretionary portfolio management centered on organizing portfolios, establishing long‑term strategic asset allocation, and selecting investment managers, mutual funds and ETFs.
The investment approach emphasizes a long‑term strategic asset allocation supplemented by opportunistic tactical shifts based on fundamental and technical analysis, using a mix of active managers and low‑cost passive funds. The firm conducts quarterly performance reporting and manager due diligence, reviewing managers whenever significant operational changes occur.
Noteworthy aspects include an affiliated tax preparation company (Strategic Tax Services LLC) owned by firm principals, with tax services provided separately and conflict disclosures encouraging clients to consider other providers, and the availability of insurance products through a licensed employee with disclosed commission treatment. The firm manages approximately $1.73 billion across six advisors—resulting in an unusually high AUM per advisor—and generally does not serve smaller, non‑high‑net‑worth individual accounts.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $25,000,000: 0.40% $25,000,001+: 0.30%
Customary commissions received from insurance product transactions by an employee as an insurance producer, with advisory fee reduced dollar-for-dollar by commissions received.
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 with Feldman, Ingardona & Co. in Downers Grove, Illinois, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. He has been with Feldman, Ingardona & Co. since 1997. Outside of his advisory role, he serves on the board of a metal stamping company, RJP Investment Group LLC, in which he holds a minority ownership interest. Feldman, Ingardona & Co. provides investment advisory services primarily to high-net-worth individuals, families, institutions, and business entities, typically requiring a minimum account size of $5 million. The firm’s investment approach focuses on long-term strategic asset allocation combined with opportunistic tactical shifts, utilizing both active managers and low-cost passive funds.
Matthew H
CFP®
Downers Grove, IL
Feldman, Ingardona & Co
Matthew Hart is a CFP® professional with seven years at Feldman, Ingardona & Co and a total of three years in the financial industry. Prior to joining Feldman, Ingardona & Co, he worked at Aon for four years. Feldman, Ingardona & Co provides investment advisory services primarily to high-net-worth individuals, families, institutions, and business entities, generally requiring a $5 million minimum account size. The firm focuses on long-term strategic asset allocation combined with opportunistic tactical shifts, utilizing a blend of active and passive investment managers.
Timothy H
Series 63, Series 65
Downers Grove, IL
Feldman, Ingardona & Co
Timothy Hart is a financial advisor at Feldman, Ingardona & Co with 32 years of industry experience. He has been with the firm since 1998 and holds Series 63 and Series 65 licenses. Feldman, Ingardona & Co. provides investment advisory services primarily to high-net-worth individuals, families, institutions, and trusts, typically requiring a $5 million minimum account size. The firm focuses on long-term strategic asset allocation combined with opportunistic tactical shifts, utilizing both active managers and low-cost passive funds.
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 a Series 66 designation and previously worked at Equitable Advisors LLC. Feldman has a background that includes roles outside finance, such as working at Charter Fitness and attending the University of Alabama. Feldman, Ingardona & Co. provides investment advisory services primarily to high-net-worth individuals, families, institutions, and business entities, typically requiring a $5 million minimum account size. The firm focuses on long-term strategic asset allocation combined with opportunistic tactical adjustments, utilizing both active managers and low-cost passive funds.
Michael I
CFP®
Downers Grove, IL
Feldman, Ingardona & Co
Michael Ingardona is a CFP® professional with 12 years of experience at Feldman, Ingardona & Co. based in Downers Grove, IL. He has been with the firm since 2014, working as part of a six-advisor team. Feldman, Ingardona & Co. provides investment advisory services primarily to high-net-worth individuals, families, and institutions, typically requiring a minimum account size of $5 million. The firm focuses on long-term strategic asset allocation combined with opportunistic tactical shifts, utilizing both active managers and low-cost passive funds.
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