At its core, Feltl and Company is family owned and operated, with its headquarters in Minneapolis, Minnesota. Feltl and Company is known for its dedication to the customer. In our minds, the needs of the customer should always come first and foremost. At Feltl and Company we understand that each individual investor has differing needs based on the ever changing global economy and individual lifestyles. Our investment professionals will be able to help you make the most of your money by creating a portfolio tailored to fit your needs and financial objectives. By developing a relationship with one of our investment professionals you will be able to gain the trust, satisfaction, and communication you would expect from a first class investment firm. Feltl and Company’s focus is serving the investment requirements of our valued individual, institutional, and corporate clients. We strive to deliver thoughtful advice which markedly benefits our clients in areas they care about. Feltl and Company employs a highly capable and efficient operations staff in its Minneapolis headquarters. Because of their many years of experience, they possess a depth of industry knowledge that few firms can match. And they haven’t forgotten how to use common sense, either. In addition to its in-house operations staff, Feltl and Company has the resources and strength of its clearing brokerage firm, National Financial Services, LLC (“NFS”), a division of Fidelity Investments – one of the largest and most sophisticated investment firms in the world. NFS provides technological systems, programming, and operational capabilities that are second to none. Through NFS, Feltl and Company’s customers may access their investment accounts online 24 hours a day through a program called “myStreetscape.”
View Top Employees from Feltl and CompanyWebsite | https://www.feltl.com |
Revenue | $19 million |
Funding | $150000 |
Employees | 45 (37 on RocketReach) |
Founded | 2002 |
Phone | (612) 492-8800 |
Fax | (612) 492-8899 |
Technologies |
JavaScript,
HTML,
PHP
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Industry | Financial Services, Brokerage, Finance, Real Estate |
Web Rank | 28 Million |
Keywords | "Representation Letter" Professional Investor, Investor Representation Letter |
Competitors | AKD Securities Ltd., Chapin Davis, Inc., Northland Securities, Inc., Paulson Investment Company, LLC, Taglich Brothers |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523110 Companies, NAICS Code 5231 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52311 Companies |
Looking for a particular Feltl and Company employee's phone or email?
The Feltl and Company annual revenue was $19 million in 2023.
David Rigazio is the CFO of Feltl and Company.
37 people are employed at Feltl and Company.
Feltl and Company is based in Minneapolis, Minnesota.
The NAICS codes for Feltl and Company are [523110, 5231, 52, 523, 52311].
The SIC codes for Feltl and Company are [621, 62].