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Frontier Financial Partners, LLC

Frontier Financial Partners, LLC. CRD 136465

Frontier Financial Partners, LLC logo

CRD: 136465

Frontier Financial Partners, LLC

Aledo, TX
6154826060
$47.7M Total AUM
$45.0M Disc. AUM
-- 3Y CAGR
5 Employees
158 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Betterment · Charles Schwab & Company · Equity Trust
Clients
Retail and Institutional
Platforms
Foundation foundation
Established Date
08-12-2005
Office Locations
3

Office Locations

112 S. Prairie Ave. Sioux Falls SD
2125 West Main Street Richmond VA
-- Aledo TX

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

62 AVG AGE
$11.9M AVG AUM / ADVISOR
$301.7K AVG AUM / CLIENT
13.5 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Delta Meridian bridge Prime

Client Personas

Capital Optima element

Custodian

Harbor pathway Delta Legacy Ember element Horizon Alpha Frontier glacier

Fund Managers

Momentum unison

Investment Themes

Delta Glacier Harbor

Investment Vehicles

Summit element Summit matrix

Services

Alpha Glacier Ridge meridian Signal Unison glacier Ember ember Unison

Technology

Prime

Owner & Executives

J

JEFFREY PIPPIN BENSON

Chief Compliance Officer, President

CRD
#1966840
Ownership
Less than 5%
(575) 851-3124
north.frontier@pioneercapital.com
in linkedin.com/in/atlas-matrix

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Contacts

H

HARVEY WORSHAM ABBOTT JR

--

CRD
#864358
(706) 937-4326
catalyst.prime@peakcapital.com
in linkedin.com/in/ember-matrix
R

RANDY JOHN DOOYEMA

Financial Professional

CRD
#7331017
(543) 250-4536
peak.harbor@crestcapital.com
in linkedin.com/in/vertex-delta
G

Glacier pathway

Atlas capital beacon

CRD
#14328
(537) 608-8456
glacier.oak@focuscapital.com
in linkedin.com/in/unison-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

$47.7M Total SMA
Public Funds:
10.8%
Equity - Exchange:
19.5%
Cash:
25.0%
Corporate - Investment Grade:
21.0%
U.S. Government/Agency:
23.7%
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%

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