NEW FRONTIER WEALTH MANAGEMENT

RIASEC Registered
Total AUM
$24.5M
Discretionary
$24.5M
100% of AUM
Avg account
$197K
Accounts
124
Employees
3
Advisory reps
3

Firm details

Headquarters
ENGLEWOOD, Colorado
CRD number
147055
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

FINTRX

Overview

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

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: Public Funds/Mutual Funds 44%, Exchange Traded Equities 41%, Other 13%, Cash & Cash Equivalents 4%, US Government Bonds 1%44%
  • Public Funds/Mutual Funds44%
  • Exchange Traded Equities41%
  • Other13%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%

Contacts

3 of 3
  • TERRY HERRON

    Investment Advisor RepresentativeCRD 1172497

  • Michael Herron

    Financial ProfessionalCRD 8271505

  • Lara Herron

    Investment Advisor RepresentativeCRD 8178232

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth