CRD: 124675
Frontier Financial Planning & Capital Management, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Optima
- Established Date
- 03-09-2005
- Office Locations
- 1
Office Locations
About Frontier Financial Planning & Capital Management, Inc.
Frontier Financial Planning & Capital Management is a New Jersey-based RIA providing comprehensive financial planning and an advice-only concierge service, with a focus on retirement readiness and income planning, estate strategy, risk management, and leveraging employee benefits. The firm works with individuals and families—including financially savvy women and pre-/post-retirees—using diversified portfolios that can include mutual funds and ETFs, with assets held at Schwab and Fidelity.
Team overview
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Asset Classes
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PIETRO JOSEPH PASSALACQUA
Chief Executive Officer, President
- CRD
- #2299676
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,884,337 | -- |
| Non-Discretionary | $808,454 | -- |
| Total | $41,692,791 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,692,791
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,201,359,394 | 14.0% |
| Equity - Exchange | $3,149,277,840 | 36.7% |
| Cash | $866,694,991 | 10.1% |
| Derivatives | $3,363,806,303 | 39.2% |
| Total | $8,581,138,528 | 100.0% |