Skip to main content

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
Fee structure
Percentage of AUM

As of November 2026.