Betafrontier

Betafrontier (CRD# 137386) is a financial advisory firm headquartered in Chicago, IL. They manage $22,050,833 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $595,968
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, IL

Financial Advisors at Betafrontier
Showing 1 - 3 of 3 top financial advisors.
1
Jaramee K. Finn
CRD#: 4591251
Dubuque, IA
96
Wealthminder
score

Jaramee Finn (CRD# 4591251) is an Investment Advisor Representative working at Betafrontier in Dubuque, IA and has over 15 years of experience in the finance industry. Jaramee Finn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Frederick M. Burton Rose
CRD#: 5932726
213 West Institue Place, #409, Chicago, IL 60610
93
Wealthminder
score

Frederick Burton Rose (CRD# 5932726) is an Investment Advisor Representative working at Betafrontier in Chicago, IL and has over 6 years of experience in the finance industry.

3
Juliette A. Schmidt
CRD#: 2323342
213 West Institue Place, #409, Chicago, IL 60610
93
Wealthminder
score

Juliette Schmidt (CRD# 2323342) is an Investment Advisor Representative working at Betafrontier in Chicago, IL and has over 25 years of experience in the finance industry.

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