$97.2M Total AUM
$92.1M Disc. AUM
-- 3Y CAGR
2 Employees
83 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta vitalZenith unison
- Established Date
- 03-04-2010
- Office Locations
- 1
Office Locations
310 W. Front Street Suite 403 Traverse City MI
About Front Street Wealth Management
Front Street Wealth Management is a Traverse City-based RIA. The firm has been operating for 16 years. Managing $97.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
49 AVG AGE
$97.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
16.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Glacier timber Eagle Peak oak
Custodian
Bridge bridge
Investment Themes
Bridge Focus
Investment Vehicles
Optima
Platform
Optima
Services
Summit atlas Vector timber Ember Alpha focus Pioneer vital Eagle
Technology
Peak vertex Beacon optima
Owner & Executives
JASON PAUL TANK
Chief Compliance Officer, PRINCIPAL, Wealth Manager
- CRD
- #4630619
- Ownership
- 75% or more
(762) 497-5445
insight.peak@beaconcapital.com
in linkedin.com/in/glacier-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,079,000 | $375,994 |
| Non-Discretionary | $5,165,000 | -- |
| Total | $97,244,000 | $375,994 |
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Separately Managed Accounts
Total SMA Asset: $97,244,000
Equity - Exchange:
13.3% Cash:
57.0% Public Funds:
29.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $588,977,943 | 13.3% |
| Cash | $2,524,191,183 | 57.0% |
| Public Funds | $1,315,236,458 | 29.7% |
| Total | $4,428,405,584 | 100.0% |