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 advisory firm that manages portfolios for individuals, families and institutional clients. The firm offers a mix of fee models — percentage of assets under management, hourly billing and fixed fees — and provides portfolio management across individual, pooled vehicle and institutional wrappers. Educational seminars and workshops are part of its client-facing activities. Frontier identifies as an active ESG investor and maintains roles as an investment adviser and sponsor, including serving as a general partner or managing member of pooled investment vehicles. The firm was founded in 2001 and was named one of “Top RIA Firms to Watch” by investor.com in 2020.