D
CRD: 117244
David Russell Fjeldsted
Farmington, UT, 84025
8014479392
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2001
- Office Locations
- 1
Office Locations
670 W. Shepard Lane Suite 101 Farmington UT
About David Russell Fjeldsted
David Russell Fjeldsted is a Farmington-based RIA. The firm has been operating for 25 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$327.8K AVG AUM / CLIENT
25.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
25yrs Firm Age
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Asset Classes
Fusion Element optima
Investment Themes
Eagle North vector
Investment Vehicles
Insight pioneer
Services
North Radial legacy Optima Atlas Legacy Momentum
Owner & Executives
D
DAVID RUSSELL FJELDSTED
Owner, Principal Broker
- CRD
- #1728831
- Ownership
- 75% or more
(237) 982-9966
element.unison@signalcapital.com
in linkedin.com/in/peak-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,967,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,967,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $1,967,000
Equity - Exchange:
45.7% Corporate - Investment Grade:
54.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,787,843,135 | 45.7% |
| Corporate - Investment Grade | $4,500,653,879 | 54.3% |
| Total | $8,288,497,014 | 100.0% |