DBA: FELDMAN, INGARDONA & CO
| Total AUM | $1.73B |
| Discretionary | $1.21B70% of AUM |
| Non-Discretionary | $521.2M |
| Client Accounts | 188 |
| Avg Account Size | $9.2M |
| Employees | 6 |
| Peak AUM | $2.84BSep 2021 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.7B | +14.4% | 11.4% | 5.9% | |
| Discretionary AUM | $1.2B | ||||
| Total AUM | $1.73B |
| Discretionary | $1.21B |
| Employees | 6 |
| Client Accounts | 188 |
Address
2001 BUTTERFIELD RD
DOWNERS GROVE IL 60515
Phone
630-663-1800
Filing History
39 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.2B
69.9% of AUM
Non-Discretionary
$521M
30.1% of AUM
Disc. mix ▲ 0.5pp vs 1 year ago
Custody
| +8.8% /yrover 25 yrs · 39 filings |
Total AUM
$1.7B
| +15.3% |
| +17.2% |
| +13.8% |
| Non-Disc. AUM | $521M | +12.4% | 33.0% | 21.2% |
| Total Accounts | 188 | +4.4% | +3.0% | +2.2% |
| Avg Account Size | $9M | +9.6% | 14.0% | 7.8% |
| Employees | 6 | 0.0% | +14.5% | +14.9% |
| AUM / Employee | $289M | +14.4% | 22.6% | 18.1% |
Client AUM Segments | |||||
| Wealth AUM | $1.6B | +15.3% | +16.1% | +12.7% | |
| Institutional AUM | $154M | +6.6% | +8.7% | +7.1% | |
Client Count Segments | |||||
| Institutional | 5 | 0.0% | 0.0% | 0.0% | |
| Individuals | 177 | +4.7% | +3.4% | +2.6% | |