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 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
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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