Feldstein, Steven Dba Steven Feldstein & Associates
Feldstein, Steven Dba Steven Feldstein & Associates is an SEC-registered mass-market adviser with $160.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Feldstein, Steven Dba Steven Feldstein & Associates: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109022, SEC 801-56257, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $160.0M (2026-02-24)
- Firm type
- Mass-Market Adviser
- Employees
- 4
- Clients
- 526
- CRD
- 109022
- Ownership
- FELDSTEIN, STEVEN; GARDELL, AVIS
How much AUM does Feldstein, Steven Dba Steven Feldstein & Associates have?
Feldstein, Steven Dba Steven Feldstein & Associates reported $160.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Feldstein, Steven Dba Steven Feldstein & Associates?
Disclosed owners and executives of Feldstein, Steven Dba Steven Feldstein & Associates include FELDSTEIN, STEVEN, GARDELL, AVIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.