Overview
Assets Under Management: $132 million
Headquarters: PLYMOUTH, MN
Frequently Asked Questions
FELTL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165244), FELTL ADVISORS, LLC is subject to fiduciary duty under federal law.
FELTL ADVISORS, LLC is headquartered in PLYMOUTH, MN.
According to their SEC Form ADV, FELTL ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FELTL ADVISORS, LLC manages $132 million in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, FELTL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Total Client Accounts: 523
Non-Discretionary Accounts: 523
Regulatory Filings
CRD Number: 165244
Filing ID: 1964612
Last Filing Date: 2025-03-24 10:07:00
Website: https://feltladvisors.com