Back to top

Frontier Wealth Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
PowerShares FTSE RAFI US 1000 Portfolio $18,184,000
iShares MBS ETF $15,139,000
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio $13,648,000
Schwab International Equity ETF $13,466,000
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund $8,194,000
Schwab US TIPS ETF $7,862,000
Vanguard Intermediate-Term Bond Index Fund $7,448,000
Vanguard Short-Term Bond Index Fund $7,448,000
PowerShares FTSE RAFI Developed Markets ex-US Portfolio $7,083,000
Vanguard REIT Index Fund $5,713,000
Vanguard Long-Term Bond Index Fund $5,625,000
iShares Russell Mid-Cap Value ETF $4,993,000
Alerian MLP ETF $4,467,000
Schwab Emerging Markets Equity ETF $4,357,000
Schwab US REIT ETF $4,302,000
SPDR Bloomberg Barclays International Treasury Bond ETF $4,083,000
Vanguard Mid-Cap Growth Index Fund $3,927,000
PowerShares Fundamental High Yield Corporate Bond Portfolio $3,777,000
iShares Russell 2000 ETF $3,751,000
iShares TIPS Bond ETF $3,294,000
Vanguard Small-Cap Growth Index Fund $3,286,000
iShares JPMorgan USD Emerging Markets Bond ETF $3,280,000
PowerShares Preferred Portfolio $3,238,000
Schwab US Dividend Equity ETF $3,227,000
iShares MSCI EAFE ETF $3,127,000
iShares Select Dividend ETF $3,009,000
iShares Core S&P Mid-Cap ETF $2,880,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $2,730,000
First Trust Dorsey Wright Focus 5 ETF $2,639,000
First Trust Dow Jones Select MicroCap Index Fund $2,615,000
PowerShares FTSE RAFI Emerging Markets Portfolio $2,590,000
SPDR Bloomberg Barclays High Yield Bond ETF $2,551,000
iShares International Treasury Bond ETF $2,536,000
iShares Core S&P 500 ETF $2,500,000
iShares 20+ Year Treasury Bond ETF $2,468,000
Guggenheim BulletShares 2016 Corporate Bond ETF $2,451,000
iShares 1-3 Year Treasury Bond ETF $2,351,000
Guggenheim BulletShares 2017 Corporate Bond ETF $2,325,000
PowerShares Emerging Markets Sovereign Debt Portfolio $2,169,000
iShares 7-10 Year Treasury Bond ETF $2,152,000
Schwab US Large-Cap Value ETF $1,985,000
iShares MSCI Emerging Markets ETF $1,537,000
Schwab US Small-Cap ETF $1,519,000
First Trust Large Cap Core AlphaDEX Fund $1,482,000
Schwab US Large-Cap ETF $1,465,000
iShares US Preferred Stock ETF $1,393,000
Schwab US Mid-Cap ETF $1,382,000
iShares Core US Aggregate Bond ETF $1,316,000
iShares US Real Estate ETF $1,141,000
iShares Russell 1000 ETF $1,105,000
iShares MSCI EAFE Small-Cap ETF $1,067,000
First Trust North American Energy Infrastructure Fund $1,053,000
WisdomTree High Dividend Fund $1,021,000
iShares MSCI KLD 400 Social ETF $1,003,000
Vanguard Emerging Markets Stock Index Fund $959,000
iShares Russell 3000 ETF $913,000
iShares Core S&P Small-Cap ETF $822,000
First Trust Emerging Markets Small Cap AlphaDEX Fund $792,000
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF $733,000
First Trust Developed Markets Ex-US AlphaDEX Fund $659,000
iShares Micro-Cap ETF $630,000
United States Commodity Index Fund $571,000
Guggenheim S&P 500 Equal Weight ETF $564,000
iShares Russell 2000 Value ETF $523,000
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF $495,000
Vanguard Tax-Managed International Fund $457,000
Guggenheim BulletShares 2018 Corporate Bond ETF $456,000
First Trust Equity Opportunities ETF $397,000
Vanguard FTSE All-World ex US Index Fund $370,000
iShares S&P 500 Growth ETF $361,000
Guggenheim BulletShares 2018 High Yield Corporate Bond ETF $335,000
iShares Russell Mid-Cap ETF $332,000
SPDR Dow Jones International Real Estate ETF $307,000
iShares Core High Dividend ETF $296,000
iShares US Utilities ETF $276,000
iShares Silver Trust $274,000
Vanguard Small-Cap Index Fund $273,000
WisdomTree Europe Hedged Equity Fund $244,000
SPDR S&P Oil & Gas Exploration & Production ETF $232,000
SPDR Gold Shares $223,000
Vanguard Small-Cap Value Index Fund $217,000
iShares iBoxx $ High Yield Corporate Bond ETF $214,000
First Trust Multi-Asset Diversified Income Index Fund $212,000
Vanguard Total Stock Market Index Fund $206,000
iShares Core Growth Allocation ETF $200,000

    Assets

    Assets

    Last updated on May 9, 2019
      • $2.2B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 5K
        Accounts
      • $411.1K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    33

    name start date
    Brewster Mcewan Ellis
    February 2018
    Christine Lynn Secorsky
    November 2014
    Deann Elaine Shinkle
    August 2013
    Jill Allagood Rogers
    April 2015
    Nicholas Michael Blasi
    November 2009

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Frontier Five Elms Equity Fund II Gp, LLC -- --
      Frontier Insurance Strategies, LLC -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Troy David Kerr Chief Compliance Officer / Member September, 2007 5% to 10%
        Nicholas Michael Blasi Ceo / Elected Member November, 2009 less than 5%
        Brandon Sifers Chief Financial Officer / Elected Member January, 2013 less than 5%
        Aaron Joseph Anson Chief Operations Officer January, 2017 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees
          • Performance-Based Fees