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FELTL ADVISORS
PLYMOUTH, MN
612-492-8800
SEC #801-77347Total AUM
$165.6M
Employees
15Clients
397Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE CARLSON PARKWAY NORTH
SUITE 225
PLYMOUTH
MN 55447
United States
SUITE 225
PLYMOUTH
MN 55447
United States
Operating Hours
8AM - 4:30PM
Monday - Friday
Monday - Friday
Phone
612-492-8800
Other Offices
2
Financials
Total AUM
$165.6M
Accounts
563Discretionary
$0
Accounts
0Non-Discretionary
$165.6M
Accounts
563
Clients
Individual Clients
395AUM
$155.4M
Corporation or Business Clients
2AUM
$10.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual 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
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
ALAZCACOFLGAIDILINMEMNMONCNENVNYOHOKTNTXUTWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.