FELTL ADVISORS

One Carlson Parkway North
Suite 225
Plymouth, Minnesota 55447
Tel: 612-492-8800

About FELTL ADVISORS

FELTL ADVISORS, formally registered with the SEC as FELTL ADVISORS. The firm was established in 11/01/2012. They have over 3 offices throughout the country.

FELTL ADVISORS is a Plymouth, Minnesota based Financial Planning firm with nearly $120,639,894 assets under management, offering retirement planning & investment advisory services to 510 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165244
SEC#	801-77347
Assets Managed by Firm	$120,639,894
No. of Clients	510
No. of Advisors	20

Fee Structure

A percentage of AUM
Fixed fees
Other (PERCENTAGE OF ASSETS UNDER OUTSIDE MANAGEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (WRAP ACCOUNTS THROUGH NON-AFFILIATED PROVIDERS)

Firm Client Information

	No. of Clients	AUM
Firm Total	510	$120,639,894
Individuals (other than high net worth individuals)	352	$115,541,878
Corporations or other businesses	1	$5,098,016

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