Feltl Advisors LLC

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Assets, Funds, Holdings

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Feltl Advisors LLC
CRD #165244
SEC #801-77347
CIK #
AUM $120.6 MM (2024-03-27)
Employees 20 (70% Investors, 90% Brokers)
Phone612-492-8800
AddressOne Carlson Parkway North
Plymouth, MN 55447
Source [IAPD] [Website]
Total AUM ($MM)
13010478522602009201420192025
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
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