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Feddern Financial Consulting Group, LLC (Jeffersonville)


Feddern Financial Consulting Group, LLC is an adviser based in Jeffersonville. It manages $18.57 million of regulatory assets for 217 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Indiana, Kentucky, and Ohio.

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Feddern Financial Consulting Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Feddern Financial Consulting Group: assets under management

The assets under management (AUM) of Feddern Financial Consulting Group, LLC is $18.57 million. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.8 million in discretionary accounts and $10.77 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $47.55 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $203.3 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Feddern Financial Consulting Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Jeffersonville

The principal office where Feddern Financial Consulting Group, LLC performs its advisory services is located at 603 North Shore Drive, Jeffersonville, IN 47130, 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 502-442-0363 or by fax 502-442-0365. The normal business hours are 8:30am - 5pm on Monday - Friday. You can find more information about the New York firm at www.fedderngroup.com.


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