Ethan De Naray

Feltl Advisors

23 Years of Experience

3 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment Management

Feltl Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

385 clients

Average Client Portfolio

$344K average

Assets Under Management

$132.4M

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

Location

One Carlson Parkway North, Suite 225, Plymouth, MN, 55447

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

August 2018

Final

Employment Separation After Allegations

May 2017

Customer Dispute

February 2017

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Ethan owns 100% of Polar Star LLC, which owns a commercial building in Garfield Heights, OH. He dedicates minimal time to this activity, as he hired a management company for day-to-day operations.