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Felten & Kenworthy Inc (Minneapolis)


Felten & Kenworthy Inc is a large advisory firm based in Minneapolis. It manages $27.15 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001.




Felten & Kenworthy provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Felten & Kenworthy: assets under management

The assets under management (AUM) of Felten & Kenworthy Inc is $27.15 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $18.23 million in discretionary accounts and $8.92 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.28 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.49 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Felten & Kenworthy Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Minneapolis

The principal office where Felten & Kenworthy Inc performs its advisory services is located at 200 South Sixth St, Minneapolis, MN 55402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 612-339-6830 or by fax 612-334-3058. The normal business hours are 9-5 on Monday - Friday.


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