|
⚲
|
| Keyboard |
| Feltl Advisors LLC
✚
|
|
|---|---|
| CRD # | 165244 |
| SEC # | 801-77347 |
| CIK # | |
| AUM | 165.6 M (2026-03-31) |
| Employees | 15 (100% Investors, 100% Brokers) |
| Phone | 612-492-8800 |
| Address | One Carlson Parkway North Plymouth, MN 55447 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 395 | 155.4 |
| (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 | 2 | 10.2 |
| (n) Other | 0 | 0.0 |
| Total | 563 | 165.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 563 | 165.6 |
| Total | 563 | 165.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.6 | |
| Total | 563 | 165.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stolzer Rothschild Levy LLC
✚
|
NJ | 166.0 M |
|
Lyons Capital Group LLC
✚
|
LA | 165.9 M |
|
Vestpointe Wealth Management LLC
✚
|
AZ | 165.8 M |
|
Vision Financial Management LLC
✚
|
OH | 165.7 M |
|
MK Brown Wealth Advisory LLC
✚
|
OH | 165.5 M |
|
Dedeker Financial LLC
✚
|
MN | 165.5 M |
|
Curtis Capital Advisors LLC
✚
|
KS | 165.5 M |
|
KC Asset Management Inc
✚
|
165.4 M | |
|
Wolfers Asset Management LLC
✚
|
165.3 M | |
|
Redswan PC Inc
✚
|
TX | 165.3 M |