Frontier Asset Management, LLC

RIASEC Registered

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 institutional registered investment adviser that has been SEC registered since 2001. The firm serves both individual and family clients as well as institutional investors, offering portfolio management across separately managed accounts, pooled vehicles and investment companies, and running educational seminars and workshops. Its fee schedule includes asset-based fees, hourly charges and fixed-fee arrangements. Frontier describes itself as an active ESG investor and maintains roles as an investment adviser and as a general partner/managing member of pooled investment vehicles. Frontier was named one of “Top RIA Firms to Watch” by Investor.com in 2020, reflecting attention from industry outlets for its growth and positioning.