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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Matrix
- Established Date
- 05-01-2012
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
TERRY ALLEN HERRON
Chief Compliance Officer, Managing Member
- CRD
- #1172497
- Ownership
- 75% or more
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| 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
| 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% |