FRONT STREET CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- MISSOULA, Montana
- CRD number
- 141974
- Registered since
- July 17, 2007
- Website
- frontstreetcap.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI59.13%
- Investment Companies24.49%
- Individuals11.38%
- Pension & Profit Sharing Plans4.33%
- Charitable Organizations0.38%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Front Street Capital Management, Inc. is a privately owned advisory corporation that has been SEC-registered since 2007. The firm serves both individual and family clients as well as institutional accounts, offering fee models that include AUM-based percentages, hourly billing, and fixed fees. Its advisory work focuses on discretionary portfolio management for individuals and small businesses, investment companies, and institutions. The firm does not present itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds30%
- US Government Bonds10%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1VIRGINIA BELKER
Chief Compliance OfficerCRD 5093770
Contacts
3 of 5Jeremy Brown
Business Development ManagerCRD 7028147
DAVID WILD
Portfolio ManagerCRD 5180721
Dominic Piazza
Marketing ManagerCRD 7027905
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$42.6M in ETFs
100%
$42.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $40.2M | 67,288 | 94.28% |
Location
MISSOULA, MT
MISSOULA
Location
MISSOULA, MT
Headquartered in MISSOULA, MT, in the West of the United States.
- Region
- West
- County
- MISSOULA
- Address
- 218 E Front St
- Time zone
- MT (UTC-7)
- Office locations
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