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FRONTIER WEALTH MANAGEMENT, LLC
KANSAS CITY, MO
816-753-5100
SEC #801-68048Total AUM
$4.1B
Employees
50Clients
2,077Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4435 MAIN STREET
STE 650
KANSAS CITY
MO 64111
United States
STE 650
KANSAS CITY
MO 64111
United States
Operating Hours
8:00 A.M. - 5:00 P.M. (CST)
Monday - Friday
Monday - Friday
Phone
816-753-5100
Other Offices
7
Financials
Total AUM
$4.1B
Accounts
6,381Discretionary
$3B
Accounts
5,901Non-Discretionary
$1.1B
Accounts
480
Clients
Individual Clients
1,340AUM
$571.3M
HNW Individual Clients
652AUM
$2.5B
Banking Clients
1AUM
$0
Pooled Vehicle Clients
4AUM
$60.9M
Pension/Profit Sharing Plan Clients
56AUM
$957.3M
Charitable Organization Clients
6AUM
$5.9M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
14AUM
$49.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.