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Bielenberg, David Russell (Phoenix)


Bielenberg, David Russell is an adviser based in Phoenix. It manages $60 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Arizona.

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Bielenberg, David Russell provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bielenberg, David Russell: assets under management

The assets under management (AUM) of Bielenberg, David Russell is $60 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $60 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bielenberg, David Russell for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Phoenix

The principal office where Bielenberg, David Russell performs its advisory services is located at 5333 East Yale Street, Phoenix, AZ 85008, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 602-345-0040. The normal business hours are 830am - 430pm on Monday - Friday. You can find more information about the New York firm at truebluewealth.com.


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