Frontier Wealth Management LLC
- Assets, Funds, Holdings
| Frontier Wealth Management LLC
|
| CRD # | 144344 |
| SEC # | 801-68048 |
| CIK # | 0001548179 |
| AUM |
|
| Employees |
50 (50% Investors, 8% Brokers)
|
| Phone | 816-753-5100 |
| Address | 4435 Main Street
Kansas City, MO 64111 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
|
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($B) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
1,340
|
0.6 |
| (b) Individuals (high net worth individuals) |
652
|
2.5 |
| (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 |
4 |
0.1 |
| (g) Pension and profit sharing plans |
56 |
1.0 |
| (h) Charitable organizations |
6 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (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 |
14 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
6,381 |
4.1 |
| By Discretionary |
| Discretionary |
5,901 |
3.0 |
| Non-Discretionary |
480 |
1.1 |
| Total |
6,381 |
4.1 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
4.1 |
| Total |
6,381 |
4.1 |
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