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FJELL CAPITAL
27 10th Street North
Fargo, North Dakota 58102
Tel: 701-491-7600
About FJELL CAPITAL
FJELL CAPITAL, formally registered with the SEC as FJELL CAPITAL. The firm was established in 08/15/2023. They have over 1 offices throughout the country.
FJELL CAPITAL is a Fargo, North Dakota based Financial Planning firm with nearly $145,943,100 assets under management, offering retirement planning & investment advisory services to 523 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327541 |
| SEC# | 801-128577 |
| Assets Managed by Firm | $145,943,100 |
| No. of Clients | 523 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Fixed fees
- Other (SETUP / ONBOARDING FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 523 | $145,943,100 |
| Individuals (other than high net worth individuals) | 153 | $41,483,545 |
| High net worth individuals | 38 | $99,920,165 |
| Corporations or other businesses | 7 | $4,539,390 |
More Retirement Planning firms in Fargo, North Dakota:
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|---|---|---|---|
| $848,373,480 | 12 | 5 | |
| $599,419,819 | 485 | 5 | |
| $256,889,061 | 508 | 2 | |
| $216,828,298 | 742 | 3 | |
| $197,216,763 | 965 | 2 |
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