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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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