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 that has been SEC-registered since 2001 and operates as a limited liability company. The firm serves both individual and family clients as well as institutional clients, offering portfolio management across individuals, small businesses, pooled investment vehicles and investment companies. Its fee schedules include percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. Frontier also runs educational seminars and workshops and is identified as an active ESG investor. Industry filings indicate the firm can act as an adviser and sponsor or general partner/managing member of pooled investment vehicles. Investor.com named the firm to a 2020 list of “Top RIA Firms to Watch.”