This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2012
- Office Locations
- 9
Office Locations
About Feltl Advisors
Feltl Advisors is an SEC-registered investment advisor affiliated with Feltl and Company, a full-service broker-dealer and investment banking firm. The Private Client Group provides personalized financial planning and portfolio management for retail and institutional clients, backed by in-depth market research. Public filings show portfolios largely implemented with ETFs and public funds, and the broader firm has expertise following and financing emerging growth companies.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN CHRISTOPHER FELTL
Chief Executive Officer
- CRD
- #2366353
- Ownership
- 50% but less than 75%
MITCHELL JAY EDWARDS
Chief Operating Officer, Corporate Secretary
- CRD
- #4127796
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
DANA WILLIAM BUSKA
--
- CRD
- #2581373
ETHAN DE NARAY
--
- CRD
- #4571532
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $165,615,748 | $294,167 |
| Total | $165,615,748 | $294,167 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing