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Building 2FRONTIER ASSET MANAGEMENT, LLC

Map pinSHERIDAN, WY
Phone307-673-5675
NotebookSEC #801-60047
Total AUM
$5.5B
Employees
42
Clients
3,240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 EAST LOUCKS STREET
SUITE 201
SHERIDAN
WY 82801
United States
Operating Hours
8 AM - 5:00 PM MST
Monday - Friday
Phone
307-673-5675
Other Offices
2

ReceiptFinancials

Total AUM
$5.5B
Accounts
3,272
Discretionary
$1.4B
Accounts
3,214
Non-Discretionary
$4.1B
Accounts
58

ContactClients

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Individual Clients
2,510
AUM
$538.2M
HNW Individual Clients
605
AUM
$599.8M
Investment Company Clients
1
AUM
$267.7M
Pension/Profit Sharing Plan Clients
42
AUM
$26.2M
Charitable Organization Clients
18
AUM
$119.2M
Investment Advisor Clients
25
AUM
$3.9B
Corporation or Business Clients
39
AUM
$20.3M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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