FELTL & COMPANY
Firm details
- Headquarters
- PLYMOUTH, Minnesota
- CRD number
- 6905
- Registered since
- August 28, 1975
- Website
- feltl.com
Firm profile
FINTRXOverview
Feltl & Company is organized as a corporation and has been registered with the SEC since 1975. Regulatory filings list its ownership as a combination of a domestic entity and an individual, and its internal classification is recorded as "Unclassified." Publicly available summary fields attached to the firm indicate a limited set of firm attributes: it is not identified as a capital allocator, it does not report being an active ESG investor, and it is not registered as a multi-state adviser. The firm is also not listed as a pension consultant or as a related adviser in the provided records. The dataset supplied does not include a granular description of advisory services, client segments, fee arrangements, or investment strategies, so those elements cannot be described here from the available materials.
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 5JOHN FELTL
CEO and Co-FounderCRD 2366353
MICHAEL SCHIERMAN
Chief Financial OfficerCRD 2353419
MITCHELL EDWARDS
COOCRD 4127796
Contacts
3 of 27JOHN QUALY
Investment ExecutiveCRD 1286540
TODD ZIPFEL
Financial AdvisorCRD 2311928
ETHAN DE NARAY
Investment ExecutiveCRD 4571532
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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