SCHUTTE FINANCIAL LLC

RIASEC Registered

Total AUM

$18.9M

Discretionary

$18.9M

100% of AUM

Avg account

$295K

Accounts

Employees

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 285217
Website: www.schuttefinancial.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles89.95%
Individuals10.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Schutte Financial LLC is an independent, owner-operated RIA organized as an LLC that acts as a capital allocator for both individual/family and institutional clients. The firm offers a mix of advisory services that span financial planning and portfolio management across individuals, small businesses, pooled vehicles and institutional clients. Its fee arrangements are flexible and include asset-based fees, hourly billing, subscription and fixed fees, and the option for performance-based compensation. Schutte also produces written materials and runs educational workshops and seminars, and offers services that include selecting other advisers and market timing strategies. The firm does not position itself as an ESG investor and operates from a single-state footprint.