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New Frontier Advisors LLC
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CRD # | 147181 |
SEC # | 801-72506 |
CIK # | |
AUM | $3.6 BB (2023-03-30) |
Employees | 19 (32% Investors, 0% Brokers) |
Phone | 617-482-1433 |
Address | 155 Federal Street Boston, MA 02110 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 104 | 0.0 |
(b) Individuals (high net worth individuals) | 12 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 4 | 3.5 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 2 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 263 | 3.6 |
By Discretionary | ||
Discretionary | 259 | 0.1 |
Non-Discretionary | 4 | 3.5 |
Total | 263 | 3.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 3.6 | |
Total | 263 | 3.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
FDX Advisors Inc
✚
|
IL | 3.6 |
Security Capital Research & Management Incorporated
✚
|
IL | 3.6 |
Kingsview Wealth Management LLC
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|
OR | 3.6 |
Financial Advocates Investment Management
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|
WA | 3.6 |
Advance Capital Management Inc
✚
|
MI | 3.6 |
Waldron Private Wealth LLC
✚
|
PA | 3.6 |
Dearborn Partners LLC
✚
|
IL | 3.6 |
Callan Family Office LLC
✚
|
PA | 3.5 |
American Capital Management Inc
✚
|
NY | 3.5 |
Brick Capital Management Inc
✚
|
MI | 3.5 |