Alex Ingardona (CRD# 1303711) is an Investment Advisor Representative working at Feldman, Ingardona & Co in Downers Grove, IL and has over 39 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Feldman, Ingardona & Company | Lombard, IL | Sep 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1984 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1992 |
- IL
- TX
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Total Assets Under Management2,639MILLIONS
-
Total Number of Accounts167ACCOUNTS
-
Average Account Value$15,802,509
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, MI, MT, NC, NM, TX, WI
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