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FELTL ADVISORS

FELTL ADVISORS, LLC

CRD 165244 · SEC 801-77347

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ONE CARLSON PARKWAY NORTH, SUITE 225, PLYMOUTH, MN, 55447, United States

Phone

612-492-8800

Fax

612-492-8899

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$165.6M

Discretionary AUM

$0

Team

15 total employees; 15 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; PERCENTAGE OF ASSETS UNDER OUTSIDE MANAGEMENT

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersWRAP ACCOUNTS THROUGH NON-AFFILIATED PROVIDERS

Client types

TypeClientsAUM
Individuals395$155.4M
Corporations/business entities2$10.2M

States served

AL, AZ, CA, CO, DE, GA, ID, IL, IN, ME, MI, MN, NE, NV, NY, NC, OH, OK, TN, UT, WI, MO, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD