RIA Intel›Advisers›Colorado›NEW FRONTIER FINANCIAL ADVISORY, LLC

NEW FRONTIER FINANCIAL ADVISORY, LLC

Advisory

ENGLEWOOD, CO

Data as of Jun 26, 2026 · Source: SEC Form ADV

Average account

$197K

across 124 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 26, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients28

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

28 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

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PYRAMID PEAK CAPITAL, LLC

$25M

SCHIELD MANAGEMENT COMPANY

$25M

MECHTENBERG FINANCIAL GROUP INC

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