|
⚲
|
| Frontier Asset Management LLC
✚
| |
|---|---|
| CRD # | 109910 |
| SEC # | 801-60047 |
| CIK # | 0001910146 |
| AUM | $5.7 BB (2024-03-19) |
| Employees | 54 (31% Investors, 0% Brokers) |
| Phone | 307-673-5675 |
| Address | 50 East Loucks Street Sheridan, WY 82801 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ABBV | 269,466.6 | 4.3 | |
| ABT | 187,298.3 | 3.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,838 | 0.6 |
| (b) Individuals (high net worth individuals) | 701 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 63 | 0.0 |
| (h) Charitable organizations | 12 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 15 | 4.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 42 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,671 | 5.7 |
| By Discretionary | ||
| Discretionary | 3,654 | 1.3 |
| Non-Discretionary | 17 | 4.4 |
| Total | 3,671 | 5.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.7 | |
| Total | 3,671 | 5.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001910146] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Snowden Capital Advisors LLC
✚
|
NY | 5.9 |
|
NorthRock Partners LLC
✚
|
MN | 5.8 |
|
Jonathan Roberts Advisory Group Inc
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|
FL | 5.7 |
|
Zhang Financial LLC
✚
|
MI | 5.7 |
|
Crestwood Advisors Group LLC
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|
MA | 5.7 |
|
Richmond Capital Management Inc
✚
|
VA | 5.6 |
|
Annex Advisory Services LLC
✚
|
WI | 5.6 |
|
HBK Sorce Advisory LLC
✚
|
PA | 5.6 |
|
Sigma Planning Corporation
✚
|
MI | 5.6 |
|
Asset Strategy Consultants LLC
✚
|
MD | 5.4 |