← Back to searchVisit website
FRONTIER FINANCIAL PLANNING & CAPITAL MANAGEMENT, INC.
CRD 124675
322 COURTYARD DRIVE, HILLSBOROUGH, NJ, 08844, United States
Phone
908-725-9001
Fax
908-725-3715
Registration
— (—)
Source
State registered
Total AUM
$41.7M
Discretionary AUM
$40.9M
Team
1 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; SUBSCRIPTION FOR CONSULTATION
Org form
Corporation
Filing date
2026-06-06
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $22.0M |
| High net worth individuals | 13 | $18.9M |
| Pension/profit sharing plans | 1 | $808K |
All web addresses on file
Official SEC filing: View on IAPD