Feldman Jeffrey Mark (Pittsford)

Name: Feldman Jeffrey Mark
Address: 7 Hastings Circle, Pittsford, NY, 14534
Telephone: 585-442-7580

Feldman Jeffrey Mark is a large advisory firm based in Pittsford. It manages $209.74 million of regulatory assets for 328 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New Hampshire, New Jersey, New York, and Texas.

Feldman Jeffrey Mark provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Feldman Jeffrey Mark: assets under management

The assets under management (AUM) of Feldman Jeffrey Mark is $209.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 355% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $209.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $639.45 thousand each.

Investments

The firm invests in other assets the most. They account for 99% of the total AUM. The second-largest asset type is exchange traded securities, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Feldman Jeffrey Mark for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Feldman Jeffrey Mark serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Feldman Jeffrey Mark is individuals with 275 clients and $111.22 million of assets under management. Among the 10 most similar advisory firms, Feldman Jeffrey Mark has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $209.74 million for 328 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Feldman Jeffrey Mark doesn't advise any private funds.

Careers at Feldman Jeffrey Mark

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Feldman Jeffrey Mark	Sole proprietor	1 Sep 1993	75% - 100%	107956
Jeffrey Mark Feldman	Chief compliance officer	1 Jan 2006	75% - 100%	2871630

Based in Pittsford

The principal office where Feldman Jeffrey Mark performs its advisory services is located at 7 Hastings Circle, Pittsford, NY 14534, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 585-442-7580 or by fax 585-351-2458. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at rochesterfinancial.com.