|
⚲
|
| Feltl Advisors LLC
✚
|
|
|---|---|
| CRD # | 165244 |
| SEC # | 801-77347 |
| CIK # | |
| AUM | $100.4 MM (2023-03-31) |
| Employees | 20 (70% Investors, 90% Brokers) |
| Phone | 612-492-8800 |
| Address | 10900 Wayzata Boulevard Minnetonka, MN 55305 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 343 | 96.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 342 | 100.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 342 | 100.4 |
| Total | 342 | 100.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.4 | |
| Total | 342 | 100.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kevin E Vandenberg LLC
✚
|
NY | 0.1 |
|
Goodstein Wealth Management LLC
✚
|
CA | 0.1 |
|
Innova Advisors LLC
✚
|
FL | 0.1 |
|
Asset Planning Corporation
✚
|
FL | 0.1 |
|
Baker & Yoest Investment Advisers Inc
✚
|
IL | 0.1 |
|
Ridge Capital Management LLC
✚
|
GA | 0.1 |
|
Intercarolina Financial Services Inc
✚
|
NC | 0.1 |
|
Kay Quinn Financial LLC
✚
|
TN | 0.1 |
|
Ironridge Wealth Management LLC
✚
|
GA | 0.1 |
|
Wiregrass Investment Management LLC
✚
|
GA | 0.1 |