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Feltl Advisors, LLC

● SEC registered since 2012CRD 165244SEC# 801-77347Plymouth, MN
Export (members)
Reg. AUM
$132.4M
Employees
20
Accounts
523
Location
Plymouth, MN

Feltl Advisors, LLC assets under management

Feltl Advisors, LLC is an SEC-registered investment adviser based in Plymouth, MN. The firm has been registered since 2012. It reports $132.4 million in regulatory assets under management and employs 20 people.
www.feltladvisors.comView on SEC.gov ↗

Feltl Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Dirk Garret Van Krevelen ControlCcoUnder 5%2014
Jcf Trust ControlShareholder25-50%2013
John Christopher Feltl ControlCeo, Trustee Of Jcf Trust50-75%2013
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Frequently asked questions

How much does Feltl Advisors, LLC manage?

Feltl Advisors, LLC reports $132.4 million in regulatory assets under management on its Form ADV.

How many employees does Feltl Advisors, LLC have?

Feltl Advisors, LLC reports 20 employees.

Where is Feltl Advisors, LLC located?

Feltl Advisors, LLC is based in Plymouth, MN and has been SEC-registered since 2012.

Does Feltl Advisors, LLC disclose fund performance?

Feltl Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Carlson Parkway North, Suite 225, Plymouth, MN 55447
Phone612-492-8800
Fax612-492-8899
Office hours8a.m. - 4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary—
Non-discretionary$132.4M
Total (RAUM)$132.4M