Front Street Capital Management, Inc.

RIASEC RegisteredEst. 2007
Total AUM
$862M
Discretionary
$862M
100% of AUM
Avg account
$714K
Accounts
1,207
Employees
6
Advisory reps
6

Firm details

Headquarters
Missoula, Montana
CRD number
141974
Registered since
July 17, 2007
Custodians
SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI59.13%
  • Investment Companies24.49%
  • Individuals11.38%
  • Pension & Profit Sharing Plans4.33%
  • Charitable Organizations0.38%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Front Street Capital Management, Inc. is a privately owned corporate advisory firm that has been SEC-registered since 2007. Its client base combines individuals and families with institutional accounts; the firm charges fees as a percentage of assets under management while also using hourly and fixed-fee arrangements. Advisory services focus on discretionary portfolio management across individuals/small businesses, investment companies, and business or institutional clients. Front Street does not identify as an active ESG investor and is not registered as a multistate adviser. The firm lists an affiliation with a law firm and appears structured to serve a mix of retail and institutional mandates rather than acting as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Public Funds/Mutual Funds 30%, US Government Bonds 10%, Cash & Cash Equivalents 2%58%
  • Exchange Traded Equities58%
  • Public Funds/Mutual Funds30%
  • US Government Bonds10%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Virginia Belker

    Virginia Belker

    Chief Compliance OfficerCRD 5093770

Contacts

3 of 5
  • Jeremy Brown

    Jeremy Brown

    Business Development ManagerCRD 7028147

  • David Wild

    David Wild

    Portfolio ManagerCRD 5180721

  • Dominic Piazza

    Dominic Piazza

    Portfolio ManagerCRD 7027905

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$45.4M in ETFs

Passive

100%

$45.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$42.6M61,98593.84%

Location

Primary office

Missoula, MT

Missoula

Location

Missoula, MT

Headquartered in Missoula, MT, in the West of the United States.

Region
West
County
Missoula
Address
218 E Front St
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth