Donald Felty, LLC
RIAState Registered
Total AUM
$11.3M
Discretionary
$11.3M
100% of AUM
Avg account
$164K
Accounts
69
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 119623
- Custodians
- GOLDMAN SACHS & CO. LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI52.09%
- Individuals47.91%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Donald Felty, LLC is an independent RIA organized as a limited liability company that provides portfolio management for individuals and small businesses while also operating as an insurance broker. The firm serves individual and family clients on a percentage-of-assets fee model. Ownership is individual rather than institutional, and the adviser is not structured as a capital allocator or pension consultant. The firm is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds45%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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