Overview
Assets Under Management: $2.3 billion
Headquarters: DALLAS, TX
High-Net-Worth Clients: 582
Average Client Assets: $2.9 million
Frequently Asked Questions
FRONTIER INVESTMENT MANAGEMENT CO is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110430), FRONTIER INVESTMENT MANAGEMENT CO is subject to fiduciary duty under federal law.
FRONTIER INVESTMENT MANAGEMENT CO is headquartered in DALLAS, TX.
FRONTIER INVESTMENT MANAGEMENT CO serves 582 high-net-worth clients according to their SEC filing dated October 17, 2018. View client details ↓
According to their SEC Form ADV, FRONTIER INVESTMENT MANAGEMENT CO offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and educational seminars and workshops. View all service details ↓
FRONTIER INVESTMENT MANAGEMENT CO manages $2.3 billion in client assets according to their SEC filing dated October 17, 2018.
According to their SEC Form ADV, FRONTIER INVESTMENT MANAGEMENT CO serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Educational Seminars
Clients
Number of High-Net-Worth Clients: 582
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.97%
Average Client Assets: $2.9 million
Total Client Accounts: 3,157
Discretionary Accounts: 3,157
Regulatory Filings
CRD Number: 110430
Filing ID: 1246402
Last Filing Date: 2018-10-17 14:12:00