|
⚲
|
| New Frontier Advisors LLC
✚
| |
|---|---|
| CRD # | 147181 |
| SEC # | 801-72506 |
| CIK # | |
| AUM | $3.7 BB (2024-05-15) |
| Employees | 20 (25% Investors, 0% Brokers) |
| Phone | 617-482-1433 |
| Address | 155 Federal Street Boston, MA 02110 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 0.1 |
| (b) Individuals (high net worth individuals) | 10 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 3.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 252 | 3.7 |
| By Discretionary | ||
| Discretionary | 248 | 0.1 |
| Non-Discretionary | 4 | 3.7 |
| Total | 252 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.7 | |
| Total | 252 | 3.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Clearwater Advisors LLC
✚
|
ID | 3.8 |
|
Bowen Hanes & Co Inc
✚
|
FL | 3.8 |
|
BPS Capital Management Inc
✚
|
MN | 3.8 |
|
Dunham & Associates Investment Counsel Inc
✚
|
CA | 3.8 |
|
Prio Wealth Limited Partnership
✚
|
MA | 3.7 |
|
Pacific Financial Group Inc
✚
|
WA | 3.7 |
|
Hood River Capital Management LLC
✚
|
FL | 3.7 |
|
Destination Wealth Management
✚
|
CA | 3.7 |
|
Shapiro Capital Management LLC
✚
|
GA | 3.7 |
|
Nicolet Advisory Services LLC
✚
|
WI | 3.7 |