Frontier Trust Company, Fsb (Fargo)

Name: Frontier Trust Company, Fsb
Address: 1126 Westrac Drive, Fargo, ND, 58103
Telephone: 701-271-3459

Frontier Trust Company, Fsb is a large advisory firm based in Fargo. It manages $96.07 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Connecticut, North Dakota, and Ohio.

Frontier Trust Company, Fsb provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Frontier Trust Company, Fsb: assets under management

The assets under management (AUM) of Frontier Trust Company, Fsb is $96.07 million. The firm's AUM has gone down by -58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $93.89 million in discretionary accounts and $2.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $967.93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $727.74 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Frontier Trust Company, Fsb for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Frontier Trust Company, Fsb

Lee Gerard Kuckro has been acting as President since 1 Jul 2004. Bernadette Kehl has served as the Chief Investment Officer since 1 Jul 2004. Harvey Eugene Blitz joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Marilyn Foss	Director	1 Aug 1987	Other	4830385
Susan C. Ribeiro	Director, co-pres & ceo	1 Mar 1988	Other	4830783
Kevin Robert Byrne	Treasurer	1 Aug 1990	Other	1975617
Clifton T. Hudgins	Director	1 Apr 1992	Other	4830389
Harvey Eugene Blitz	Director, chairman of board	1 Apr 1993	Other	2297472
James Miller	Director	1 Jun 2000	Other	4830390
Inc. Axa Financial	Direct owner	1 Jun 2000	75% - 100%	13-3623351
James Deibert	Director	1 Aug 2000	Other	4830384
Bernard Patrick Madden	Director, co-pres & ceo	1 Jul 2004	Other	2472312
Lee Gerard Kuckro	Director	1 Jul 2004	Other	1367573
Alexandra Lebenthal	Director	1 Jul 2004	Other	1638099
Jeffrey Charles Linfert	Director	1 Jul 2004	Other	4425857
Corine Thompson Norgaard	Director	1 Jul 2004	Other	4425855
Edmund J Staley	Chief fiduciary officer	1 Jul 2004	Other	4268181
Bernadette Kehl	Chief investment officer	1 Jul 2004	Other	4567097
Michael James Deblieux	Operations manager	1 Jul 2004	Other	2863790
Kathleen Cardinal Barbieri	Chief compliance officer	1 Jul 2004	Other	2811676
Lyman Stanley Edds	Co-president & ceo	1 Nov 2004	Other	1261180
Richard Dziadzio	Director	1 Nov 2004	Other	4362519
Lyman Stanley Edds	Director, co-pres & ceo	1 Mar 2005	Other	1261180
Richard Dziadzio	Director, chairman of board	1 Mar 2005	Other	4362519
Andrea Lynn Hensler	Chief compliance officer	1 Dec 2005	Other	5072422
Harvey Eugene Blitz	Director	1 Jan 2006	Other	2297472

Based in Fargo

The principal office where Frontier Trust Company, Fsb performs its advisory services is located at 1126 Westrac Drive, Fargo, ND 58103 The mailing address of the firm is P.O. Box 10699, Fargo, ND 58106 0699. An additional office of the firm is in Upper Arlington, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 701-271-3459 or by fax 701-271-3485. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.advest.com.