Frontier Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 150839
- Website
- www.frontieradvisorsllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.01%
- Individuals3.26%
- Pooled Investment Vehicles1.76%
- Pension & Profit Sharing Plans1.39%
- Charitable Organizations0.57%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Frontier Advisors, LLC is a small, equity-tilted investment adviser that manages primarily discretionary portfolios for both high-net-worth individuals/families and institutional clients. The firm charges fees as a percentage of assets under management and runs concentrated separately managed accounts where exchange-traded equities and ETFs are the dominant instruments. Frontier’s registered activities focus on portfolio management for individuals, small businesses and institutions rather than broader consulting or pension work. The adviser reports a clear preference for liquid public markets exposure, with equities making up the vast majority of its managed assets. At the same time, Frontier supplements public-equity allocations with third-party alternative managers — including hedge funds, real estate and commodity strategies — and uses mutual funds where appropriate. The firm is not positioned as an ESG-active manager and operates as a single-office, individually owned LLC.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities90%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents1%
Contacts
1 of 1Richard Lesan
PrincipalCRD 4551965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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