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- Custodian
- Betterment · Charles Schwab & Company · Equity Trust
- Clients
- Retail and Institutional
- Platforms
- Foundation foundation
- Established Date
- 08-12-2005
- Office Locations
- 3
Office Locations
About Frontier Financial Partners, LLC
Frontier Financial Partners is an investment advisory firm providing goal-based wealth and retirement planning plus insurance solutions. For individuals and plan sponsors, the team designs and serves 401(k) plans with fiduciary oversight and one-on-one participant guidance. Portfolios emphasize diversified stock/bond cores with disciplined rebalancing and an allocation to low/no-correlation alternatives to manage volatility; plans can include a self-directed brokerage window for ETF access.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
JEFFREY PIPPIN BENSON
Chief Compliance Officer, President
- CRD
- #1966840
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
HARVEY WORSHAM ABBOTT JR
--
- CRD
- #864358
RANDY JOHN DOOYEMA
Financial Professional
- CRD
- #7331017
Glacier pathway
Atlas capital beacon
- CRD
- #14328
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,957,968 | -- |
| Non-Discretionary | $2,704,946 | -- |
| Total | $47,662,914 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,662,914
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $700,211,052 | 10.8% |
| Equity - Exchange | $1,264,269,955 | 19.5% |
| Cash | $1,620,858,917 | 25.0% |
| Corporate - Investment Grade | $1,361,521,490 | 21.0% |
| U.S. Government/Agency | $1,536,574,255 | 23.7% |
| Total | $6,483,435,669 | 100.0% |