Donald Felty, LLC

Overview

Donald Felty, LLC is a small, owner-operated investment advisory firm organized as a limited liability company and led by Donald Felty. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its investment activity is concentrated on equities — primarily exchange-traded instruments — and it provides discretionary portfolio management for individuals and small businesses. The firm also produces periodic written material (newsletters or similar publications) as part of its client communications. Donald Felty, LLC does not position itself as an ESG-focused manager, nor as a pension consultant or multi-state adviser.

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Public Holdings

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Location & Offices