NEW FRONTIER WEALTH MANAGEMENT
Firm details
- Headquarters
- ENGLEWOOD, Colorado
- CRD number
- 147055
- Website
- nffinancial.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.03%
- Individuals33.76%
- Charitable Organizations0.21%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
New Frontier Wealth Management is a limited liability company that acts as a fee-based advisory and insurance broker for individuals, families and some institutional clients. The firm charges a percentage of assets under management and provides portfolio management for individuals and small businesses while also engaging in the selection of other advisers; it describes itself as a capital allocator. New Frontier is not flagged as an active ESG investor and is not identified as a multi-state adviser in the available data. The firm’s registration year with the SEC is not disclosed in the materials provided.
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
- Public Funds/Mutual Funds44%
- Exchange Traded Equities41%
- Other13%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
3 of 3TERRY HERRON
Investment Advisor RepresentativeCRD 1172497
Michael Herron
Financial ProfessionalCRD 8271505
Lara Herron
Investment Advisor RepresentativeCRD 8178232
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ENGLEWOOD, CO
ARAPAHOE
Location
ENGLEWOOD, CO
Headquartered in ENGLEWOOD, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 9800 Pyramid Ct
- Time zone
- MT (UTC-7)
- Office locations
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