Feltl Advisors

Feltl Advisors (CRD# 165244) is a financial advisory firm headquartered in Plymouth, MN. They manage $120,639,894 in 510 accounts and serve the financial needs of clients across 22 states (or territories).

Current Firm Details
One Carlson Parkway North, Suite 225, Plymouth, MN 55447
http://www.feltladvisors.com/
By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    510
    ACCOUNTS
  • Average Account Value
    $236,549
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DE, FL, GA, ID, IL, IN, MD, MI, MN, MO, NC, NV, NY, OK, TX, UT, WA, WI

Financial Advisors at Feltl Advisors
No Advisor Found.
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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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