Astute Financial, LLC

RIASEC Registered
Total AUM
$81.6M
Discretionary
$81.6M
100% of AUM
Avg account
$1.5M
Accounts
53
Employees
3
Advisory reps
2

Firm details

Headquarters
Rapid City, South Dakota
CRD number
306496
Website
www.freidel.cpa
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI67.87%
  • Corporations / Businesses18.76%
  • Pooled Investment Vehicles7.54%
  • Individuals5.48%
  • Charitable Organizations0.35%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Astute Financial, LLC is an independent registered investment adviser organized as a limited liability company and owned by a domestic entity. The firm provides financial planning and portfolio management services, with stated client segments that include individuals and families as well as some institutional relationships. Compensation comes through a mix of percentage-of-assets and fixed fees. Astute does not identify itself as an active ESG investor and is not listed as a capital allocator; its regulatory snapshot also notes affiliations with another investment adviser and an accountant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, US Government Bonds 27%, Exchange Traded Equities 12%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 1%56%
  • Public Funds/Mutual Funds56%
  • US Government Bonds27%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents4%
  • Investment Grade Corp Bonds1%

Contacts

2 of 2
  • Paul Freidel

    Paul Freidel

    Managing MemberCRD 7203448

  • William Marcham

    William Marcham

    Investment AdvisorCRD 8154215

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rapid City, SD

Pennington

Location

Rapid City, SD

Headquartered in Rapid City, SD, anchoring the Rapid City-Spearfish, SD metro in the Midwest.

Metro area
Rapid City-Spearfish, SD
Region
Midwest
County
Pennington
Address
429 Quincy St
Time zone
CT (UTC-6)
Office locations

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