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FRONTIER ASSET MANAGEMENT, LLC

50 East Loucks Street
Suite 201
Sheridan, Wyoming 82801
Tel: 307-673-5675

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About FRONTIER ASSET MANAGEMENT, LLC

FRONTIER ASSET MANAGEMENT, LLC, formally registered with the SEC as FRONTIER ASSET MANAGEMENT, LLC. The firm was established in 03/09/2001. They have over 3 offices throughout the country.

FRONTIER ASSET MANAGEMENT, LLC is a Sheridan, Wyoming based Financial Planning firm with nearly $5,345,412,024 assets under management, offering retirement planning & investment advisory services to 33513 clients. The firm is staffed with 47 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109910
SEC#801-60047
Assets Managed by Firm$5,345,412,024
No. of Clients33513
No. of Advisors47

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total33513$5,345,412,024
Individuals (other than high net worth individuals)2737$645,973,147
High net worth individuals658$634,170,582
Pension and profit sharing plans51$33,306,675
Charitable organizations17$107,657,181
Other investment advisers17$3,904,729,945
Corporations or other businesses39$19,574,494

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