Alison
Meacham

Frontier Asset Management, LLC

CRD#6862922
Investment Advisor
in Sheridan, WY

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About this Advisor

Alison Meacham is a financial advisor based in Sheridan, Wyoming, working with Frontier Asset Management, LLC. Alison has previously held a position at Frontier Asset Management. Alison has passed the Series 65 regulatory exam and is registered to provide services in Wyoming. Currently, Alison is part of Frontier Asset Management, LLC, which operates out of Sheridan, Wyoming. The firm has 2 offices and 54 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Frontier Asset Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 East Loucks Street Suite 201
Sheridan, WY 82801

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Frontier Asset Management, LLC Brokerage Details

Total Assets Under Management

$5,707,809,597

WY Average: $484,914,235
Total Number of Employees

54

WY Average: 8
Total Number of Accounts

3,671

WY Average: 674
Average Account Size

$1,554,838

WY Average: $719,457

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Alison Meacham Work History

2014 - Present (10 years)

Frontier Asset Management

Disclosures

Please visit the SEC profile of Alison Meacham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Frontier Asset Management, LLC

Scott Iversen
Sheridan, WY
David Ulm
Sheridan, WY
Jessica Griner
Sheridan, WY
Alison Meacham
Sheridan, WY
Clifford Stanton
Denver, CO
Hazen Dickerson
Sheridan, WY
Robert Johnson
Sheridan, WY
Amanda Sullivan
Sheridan, WY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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