DAVID RUSSELL FJELDSTED
Firm details
- Headquarters
- FARMINGTON, Utah
- CRD number
- 117244
- Fee structure
- Percentage of AUM, Hourly Charges, Commissions
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
David Russell Fjeldsted operates a sole proprietorship registered as an independent RIA that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and also carries out real estate brokerage and insurance brokerage activities. Its advisory fees can include a percentage of assets under management, hourly charges and commissions. The adviser is not identified as a multi-state or capital-allocating manager and does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Investment Grade Corp Bonds40%
Contacts
1 of 1DAVID FJELDSTED
AdvisorCRD 1728831
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FARMINGTON, UT
DAVIS
Location
FARMINGTON, UT
Headquartered in FARMINGTON, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- DAVIS
- Address
- 670 Shepard Ln
- Time zone
- MT (UTC-7)
- Office locations
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