Frontline Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 277059
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Frontline Capital, LLC is a small, owner-operated investment adviser organized as an LLC that provides fee-based portfolio management to individuals, families and small businesses. The firm charges a percentage of assets under management and focuses on discretionary portfolio management rather than institutional consulting or multi-manager capital allocation. It is not positioned as an ESG investor, and its regulatory footprint is limited (the firm identifies as a single-state adviser). Advisory activity centers on direct portfolio management for private clients. Owner control and the firm’s modest scale suggest a hands-on, relationship-driven model rather than a product-distribution platform or large multi-office network.
Assets & Accounts
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
- State & Local Bonds50%
- Exchange Traded Equities30%
- US Government Bonds10%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Ronald Schwartz
Registered Investment AdvisorCRD 1053497
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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