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Building 2FELTL AND COMPANY

Map pinMINNEAPOLIS, MN
Phone612-492-8800
NotebookSEC #801-68779
Total AUM
$93.8M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 LASALLE AVENUE
SUITE 2100
MINNEAPOLIS
MN 55402
United States
Operating Hours
8:00 TO 4:30
Monday - Friday
Phone
612-492-8800

ReceiptFinancials

Total AUM
$93.8M
Accounts
469
Discretionary
$0
Accounts
0
Non-Discretionary
$93.8M
Accounts
469

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
WRAP ACCOUNTS THROUGH NON-AFFILIATED PROVIDERS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER OUTSIDE MANAGEMENT

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AZCAFLGAIAILINMAMNNCNENVNYOHPASCSDTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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