Frantier Investment Management Co (Dallas)

Name: Frantier Investment Management Co
Address: 8401 N. Central Expwy, Dallas, TX, 75225
Telephone: 972-934-2590

Frantier Investment Management Co is a large advisory firm based in Dallas. It manages $125 million of regulatory assets for 152 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Frantier Investment Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Frantier Investment Management: assets under management

The assets under management (AUM) of Frantier Investment Management Co is $125 million. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $85 million in discretionary accounts and $40 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $570.47 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $13.33 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Frantier Investment Management Co for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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 Frantier Investment Management Co

Frantier Investment Management Co is owned by John Harold Vanegmond. Gary Thomas Schoen has been acting as President since 1 Aug 1994. Brian Sean Hattendorf joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Harold Vanegmond	Owner	1 Feb 1994	Other	2387213
Gary Thomas Schoen	President	1 Aug 1994	25% - 50%	1526702
David Roy Lambert	Secretary	1 Aug 1994	Other	1011145
Richard Sowden	Vice president	1 Jan 2001	Other	4091646
Brian Sean Hattendorf	Vice-president	1 May 2001	Other	2267913

Based in Dallas

The principal office where Frantier Investment Management Co performs its advisory services is located at 8401 N. Central Expwy, Dallas, TX 75225, which is also the mailing address of the firm. An additional office of the firm is in San Saba, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-934-2590 or by fax 972-934-0002. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.frontierinvest.com.