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David Martin Halseth

Consilium, LLC

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About David Martin Halseth

David Halseth is a registered Investment Advisor Representative in Colorado, associated with Consilium, LLC. David has been in the industry for 29 years and has a Series 2. Consilium, LLC is a registered investment advisor, headquartered in Boulder, CO. The firm focuses on providing financial planning and investment management services to individuals, pension and profit-sharing plans, high-net-worth individuals, and corporations. The firm manages approximately $171.81 million in assets. Consilium, LLC's clients are primarily individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations. The firm charges a variety of fees, including fixed fees, percentage of assets, and project fees.

Firm Information

David Halseth is currently registered with Consilium, LLC. Consilium, LLC is an investment advisor based in BOULDER, CO. The firm offers a variety of advisory services, including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. Consilium, LLC manages approximately $171,807,000 in client assets. They have a team of 1 investment advisor representative.
Consilium, LLC

918 DEARBORN PLACE

BOULDER, CO 80303

$171.81M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Project fees, consulting fees

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David Halseth’s Registration & Firm History

CO

01/01/2025 - Present

Consilium, LLC (BOULDER CO)

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Licenses & Designations

BC

Issued 03/18/1994

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Martin Halseth.
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