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- Custodian
- Charles Schwab & Company · Empower · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-16-2019
- Office Locations
- 1
Office Locations
About Consilium, LLC
Consilium, LLC is an independent, Boulder, CO fiduciary advisor operating on a fee-for-service basis. The firm provides financial planning and investment management, including portfolio construction, retirement, tax and estate planning. Client relationships span retail and institutional, with experience serving accredited investors/qualified purchasers. Portfolios are built primarily with mutual funds and ETFs, with liquid alternatives/alternative investments when appropriate; custody includes Charles Schwab.
Team overview
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Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID MARTIN HALSETH
Chief Compliance Officer, Managing Member
- CRD
- #2283697
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,698,000 | $1,376,872 |
| Non-Discretionary | $161,335,000 | $10,755,667 |
| Total | $215,033,000 | $3,982,093 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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