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FELDSTEIN, STEVEN DBA STEVEN FELDSTEIN & ASSOCIATES
STEVEN FELDSTEIN & ASSOCIATES
CRD 109022 · SEC 801-56257
NJ, United States
Phone
908-879-9559
Fax
908-879-2552
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$160.0M
Discretionary AUM
$0
Team
4 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 526 | $160.0M |
States served
NJ, NY, CT
All web addresses on file
Official SEC filing: View on IAPD