ASTUTE CONSULTING, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
FLOWER MOUND, Texas
CRD number
339100
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Astute Consulting, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm employs a fee structure that includes a percentage of assets under management and performance-based fees, aligning its interests with those of its clients. While Astute Consulting does not actively engage in ESG investing, it maintains a straightforward approach to investment management without the complexities of multi-state operations or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Murtaza Shahbazker

    Founder & CEOCRD 8186317

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FLOWER MOUND, TX

DENTON

Location

FLOWER MOUND, TX

Headquartered in FLOWER MOUND, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DENTON
Address
2201 Long Prairie Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth