Overview
Assets Under Management: $3.9 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 25
Average Client Assets: $2.3 million
Frequently Asked Questions
NEW FRONTIER ADVISORS, LLC 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 #147181), NEW FRONTIER ADVISORS, LLC is subject to fiduciary duty under federal law.
NEW FRONTIER ADVISORS, LLC is headquartered in BOSTON, MA.
NEW FRONTIER ADVISORS, LLC serves 25 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, NEW FRONTIER ADVISORS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
NEW FRONTIER ADVISORS, LLC manages $3.9 billion in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, NEW FRONTIER ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.45%
Average Client Assets: $2.3 million
Total Client Accounts: 261
Discretionary Accounts: 258
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 147181
Filing ID: 1962134
Last Filing Date: 2025-03-20 09:40:00