FRONTIER ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2001

Total AUM

$5.5B

Discretionary

$1.4B

25% of AUM

Avg account

$1.7M

Accounts

3,272

Employees

Advisory reps

Firm details

Headquarters: SHERIDAN, Wyoming
CRD number: 109910
Registered since: March 9, 2001
Website: frontierasset.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Other Investment Advisers71.37%
HNWI10.93%
Individuals9.81%
Investment Companies4.88%
Charitable Organizations2.17%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Frontier Asset Management, LLC is a privately owned investment adviser organized as an LLC and registered with the SEC since 2001. The firm serves both individual and family clients as well as institutional investors, offering portfolio management across individual, pooled vehicle, investment company and business/institution mandates, plus educational workshops. Compensation methods include percentage-of-assets, hourly work and fixed fees. Frontier identifies as an active ESG investor and is listed as having served on the industry’s radar—named a “Top RIA Firms to Watch” by investor.com in 2020. The firm also appears as an adviser and sponsor and has roles as a general partner/managing member for pooled investment vehicles.