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Feltl Advisors LLC
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CRD # | 165244 |
SEC # | 801-77347 |
CIK # | |
AUM | $120.6 MM (2024-03-27) |
Employees | 20 (70% Investors, 90% Brokers) |
Phone | 612-492-8800 |
Address | One Carlson Parkway North Plymouth, MN 55447 |
Source | [IAPD] [Website] |
Total AUM ($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) |
---|---|---|
The RENN Wealth Management Group Inc
✚
|
GA | 0.1 |
Alterity Financial Group LLC
✚
|
ME | 0.1 |
AIM Advisors LLC
✚
|
NC | 0.1 |
Municipal Asset Management Inc
✚
|
NY | 0.1 |
Prakash Investment Advisors LLC
✚
|
MA | 0.1 |
Mayfield Advisors Inc
✚
|
CA | 0.1 |
Nollenberger McCullough Investment Advisors LLC
✚
|
CA | 0.1 |
Naylor Capital LLC
✚
|
CA | 0.1 |
Lexington Investment Consulting LLC
✚
|
TN | 0.1 |
Indelible Wealth Group LLC
✚
|
CO | 0.1 |