FELTZ WEALTH PLAN INC. Overview

Feltz Wealth Plan Inc. is an investment advisor that manages 581.7 MM dollars in regulatory AUM and has 35 employees, of which 14 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/15 to 06/30/16. The fund's latest filing disclosed 748MM in positions, representing 129% of the manager's regulatory AUM.

FELTZ WEALTH PLAN INC. StockAlpha

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Fundamental & Technical Factor Exposure

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FELTZ WEALTH PLAN INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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FELTZ WEALTH PLAN INC. Founders and Key Employees

Name Title In Position Since
Todd A. Feltz President August-2011
Daniel P. Feltz Principal Wealth Adviser March-2014
Kevin R. Zemann Chief Compliance Officer October-2014

FELTZ WEALTH PLAN INC. Brokers, Custodians, Auditors and Administrators

Type Company

FELTZ WEALTH PLAN INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


As stated previously, our decentralized business model includes advisory representatives located throughout the United States. These advisory representatives each determine their own investment strategies to follow when managing client accounts. The following provides information regarding the methods of analysis and investment strategies that may be used by our advisory representatives.


Methods of Analysis

Fundamental analysis involves the fundamental financial condition and competitive position of a company. We will analyze the financial condition, capabilities of management, earnings, new products and services, as well as the company’s markets and position amongst its competitors in order to determine the recommendations made to clients. The primary risk in using fundamental analysis is that while the overall health and position of a company may be good...
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FELTZ WEALTH PLAN INC. Portfolio Concentration

FELTZ WEALTH PLAN INC. Location

101 SOUTH 108TH AVENUE
2ND FLOOR
OMAHA, Nebraska
UNITED STATES, 68154

FELTZ WEALTH PLAN INC. Contact Information

Phone Number: 402-333-5448
Fax Number: 402-697-7271
Website:

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