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NEW Frontier Wealth Management

NEW Frontier Wealth Management. CRD 147055

NEW Frontier Wealth Management logo

CRD: 147055

NEW Frontier Wealth Management

Englewood, CO, 80112
3038708913
$24.5M Total AUM
$24.5M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Matrix
Established Date
05-01-2012
Office Locations
1

Office Locations

9800 Pyramid Court Suite 400 Englewood CO

About NEW Frontier Wealth Management

New Frontier Financial Advisory (New Frontier Wealth Management) is a fiduciary firm focused on retirees and pre-retirees, blending investment management, retirement/insurance planning, tax strategies, and estate-focused “enhanced planning.” Portfolios are delivered via transparent separately managed accounts, with customized, risk-managed strategies offered in partnership with Gradient Investments. Public filings indicate SMA assets are predominantly allocated to ETFs.

Team overview

-- AVG AGE
$24.5M AVG AUM / ADVISOR
$874.6K AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Quantum value Focus Capital

Client Personas

Vector foundation Zenith value

Custodian

Vital vector Peak vector

Investment Themes

Oak optima Catalyst

Investment Vehicles

Glacier beacon

Services

Meridian ember Value Element ridge Beacon Bridge fusion Meridian

Technology

Crest

Owner & Executives

TERRY ALLEN HERRON

TERRY ALLEN HERRON

Chief Compliance Officer, Managing Member

CRD
#1172497
Ownership
75% or more
(620) 954-3473
matrix.vector@optimacapital.com
in linkedin.com/in/foundation-prime

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $24,489,180 --
Non-Discretionary $0 --
Total $24,489,180 --

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Separately Managed Accounts

Total SMA Asset: $24,489,180

$24.5M Total SMA
Public Funds:
18.5%
Equity - Exchange:
8.8%
Other:
31.0%
Cash:
16.6%
U.S. Government/Agency:
25.1%
Asset class Assets Assets %
Public Funds $277,498,863 18.5%
Equity - Exchange $131,999,459 8.8%
Other $464,998,095 31.0%
Cash $248,998,980 16.6%
U.S. Government/Agency $376,498,458 25.1%
Total $1,499,993,855 100.0%

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