Feltl & Company
Firm details
- Headquarters
- Plymouth, Minnesota
- CRD number
- 6905
- Registered since
- August 28, 1975
- Website
- feltl.com
Firm profile
FINTRXOverview
Feltl & Company is recorded in FINTRX as a corporate entity that has been SEC-registered since 1975. The firm is listed as owned by a domestic entity/individual and classified as "Unclassified" in FINTRX. The dataset flags the firm as not being a capital allocator and not an active ESG investor. FINTRX also marks the adviser as not multi-state, not newly formed, not a pension consultant, and not a related adviser. The source file does not include descriptive material about the firm’s advisory services, target clients, fee schedule, or investment strategy.
Assets & Accounts
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
Owners & executives
3 of 5
Mitchell Edwards
COOCRD 4127796
John Feltl
CEO and Co-FounderCRD 2366353
Dirk Van Krevelen
Chief Compliance OfficerCRD 1289150
Contacts
3 of 27
William Metz
Sr. Investment ExecutiveCRD 808295
Walter Narcum
Financial AdvisorCRD 5479938
Steven Gray
Financial AdvisorCRD 4556759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plymouth, MN
Hennepin
Location
Plymouth, MN
Headquartered in Plymouth, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 1 Carlson Pkwy N
- Time zone
- CT (UTC-6)
- Office locations
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