F
CRD: 277059
Frontline Capital, Llc.
LOS Angeles, CA
3236690388
$25.0M Total AUM
$25.0M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-07-2015
- Office Locations
- 1
Office Locations
-- LOS Angeles CA
About Frontline Capital, Llc.
Frontline Capital, Llc. is a LOS Angeles-based RIA. The firm has been operating for 10 years. Managing $25.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$25.0M AVG AUM / ADVISOR
$500.0K AVG AUM / CLIENT
10.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Investment Themes
Vertex summit
Services
Frontier catalyst
Owner & Executives
RONALD LANCE SCHWARTZ
Owner, Registered Investment Advisor
- CRD
- #1053497
- Ownership
- 75% or more
(424) 295-3021
quantum.catalyst@crestcapital.com
in linkedin.com/in/vertex-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,000,000
Municipal Bonds:
36.6% Equity - Exchange:
10.4% Cash:
22.6% U.S. Government/Agency:
30.4% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $560,145,662 | 36.6% |
| Equity - Exchange | $159,167,073 | 10.4% |
| Cash | $345,882,294 | 22.6% |
| U.S. Government/Agency | $465,257,600 | 30.4% |
| Total | $1,530,452,629 | 100.0% |