STEVEN FELDSTEIN & ASSOCIATES
Doing business as FELDSTEIN, STEVEN DBA STEVEN FELDSTEIN & ASSOCIATES. SEC Form ADV profile.
Total regulatory AUM
$160,000,000
Discretionary
$0
Non-discretionary
$160,000,000
Firm details
- CRD number
- 109022
- SEC file number
- 801-56257
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://FINANCIAL-ADVISOR.COM
- Fee structure
-
Percentage of AUM
As of November 2026.