| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Registration Changed to FRONTIER WEALTH MANAGEMENT, LLC |
| As of Date | 08/19/2022 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 50 -1.96% |
| of those in investment advisory functions | 25 -13.79% |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287440 | Stock NameISHARES TR | $ Position$67,625 | % Position4.91% | $ Change | # Change |
| Stck Ticker78468R663 | Stock NameSPDR SER TR | $ Position$67,357 | % Position4.89% | $ Change-48.08% | # Change-48.12% |
| Stck Ticker808524201 | Stock NameSCHWAB STRATEGIC TR | $ Position$66,597 | % Position4.83% | $ Change63.34% | # Change90.88% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$54,828 | % Position3.98% | $ Change-17.56% | # Change1.09% |
| Stck Ticker060505104 | Stock NameBK OF AMERICA CORP | $ Position$40,987 | % Position2.98% | $ Change-20.17% | # Change0.45% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$35,047 | % Position2.54% | $ Change-3.73% | # Change5.73% |
| Stck Ticker92206C870 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$30,440 | % Position2.21% | $ Change | # Change |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED INTL FD | $ Position$29,415 | % Position2.14% | $ Change3623.42% | # Change4158.45% |
| Stck Ticker92189F106 | Stock NameVANECK ETF TRUST | $ Position$29,144 | % Position2.12% | $ Change674.90% | # Change1026.40% |
| Stck TickerG38327105 | Stock NameGEOPARK LTD | $ Position$28,237 | % Position2.05% | $ Change-20.95% | # Change-1.49% |