CRD: 306496
Astute Financial, LLC
Rapid City, SD, 57701
6056463573
$81.6M Total AUM
$81.6M Disc. AUM
-- 3Y CAGR
3 Employees
53 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2020
- Office Locations
- 2
Office Locations
429 Quincy Street Rapid City SD
-- Nampa ID
About Astute Financial, LLC
Astute Financial, LLC is a Rapid City-based RIA with 2 offices. The firm has been operating for 6 years. Managing $81.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fiduciary Trust. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$40.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
3.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Glacier catalyst
Investment Themes
Summit beacon
Investment Vehicles
Value
Services
Summit Vital Value north Bridge Ridge catalyst
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
P
Paul Harold Freidel
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #7203448
(962) 820-9745
atlas.bridge@optimacapital.com
in linkedin.com/in/vital-value
W
William Benjamin Marcham
--
- CRD
- #8154215
(484) 298-2312
momentum.matrix@catalystcapital.com
in linkedin.com/in/optima-insight
Showing 2 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,609,050 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,609,050 | -- |
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Separately Managed Accounts
Total SMA Asset: $75,454,067
Public Funds:
22.3% U.S. Government/Agency:
12.4% Equity - Exchange:
26.8% Cash:
10.4% Corporate - Investment Grade:
28.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,727,410,266 | 22.3% |
| U.S. Government/Agency | $960,533,063 | 12.4% |
| Equity - Exchange | $2,075,990,813 | 26.8% |
| Cash | $805,608,375 | 10.4% |
| Corporate - Investment Grade | $2,176,691,860 | 28.1% |
| Total | $7,746,234,377 | 100.0% |