Feltl & Company

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
32
Avg account
$0

Firm details

Headquarters
Plymouth, Minnesota
CRD number
6905
Registered since
August 28, 1975
Website
feltl.com

Firm profile

FINTRX

Overview

Feltl & Company is organized as a corporation with ownership described as a combination of a domestic entity and an individual. The firm's profile in this dataset is sparse: key fields such as business activities, advisory services, fee structure and client composition are not reported here, which limits a detailed read on how the firm positions its offerings or serves client segments. The firm is not identified in this profile as an active ESG investor, a capital allocator, a pension consultant, a related adviser, or a newly formed adviser. The dataset also flags the firm as unclassified and indicates it is not recorded as a multi-state adviser, though other location data shows a presence across multiple states.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Mitchell Edwards

    Mitchell Edwards

    COOCRD 4127796

  • John Feltl

    John Feltl

    CEO and Co-FounderCRD 2366353

  • Dirk Van Krevelen

    Dirk Van Krevelen

    Chief Compliance OfficerCRD 1289150

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Contacts

3 of 27
  • William Metz

    William Metz

    Sr. Investment ExecutiveCRD 808295

  • Walter Narcum

    Walter Narcum

    Financial AdvisorCRD 5479938

  • Steven Gray

    Steven Gray

    Financial AdvisorCRD 4556759

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth