About Daniel P. Feltz of FELTZ WEALTH PLAN INC.
Daniel P. Feltz is Principal Wealth Adviser at Feltz Wealth Plan Inc. and has been affiliated with Feltz Wealth Plan Inc. since March-2014.
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 managers's latest filing has disclosed 965MM in positions, which represents 166% of the manager's regulatory AUM.
For more on Feltz Wealth Plan Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
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 managers's latest filing has disclosed 965MM in positions, which represents 166% of the manager's regulatory AUM.
For more on Feltz Wealth Plan Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
FELTZ WEALTH PLAN INC. StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -0.2%/yr
Co-workers of Daniel P. Feltz at FELTZ WEALTH PLAN INC.
Name | Title | In Position Since |
---|
Todd A. Feltz | President | August-2011 |
Kevin R. Zemann | Chief Compliance Officer | October-2014 |
Fundamental & Technical Factor Exposure
Daniel P. Feltz Office Address
101 SOUTH 108TH AVENUE
2ND FLOOR
OMAHA, Nebraska
UNITED STATES, 68154
2ND FLOOR
OMAHA, Nebraska
UNITED STATES, 68154
Daniel P. Feltz Contact Information
Phone Number: 402-333-5448
Fax Number: 402-697-7271
Website: null
Fax Number: 402-697-7271
Website: null
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