FOREFRONT ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2025

Total AUM

$137M

Discretionary

$126M

92% of AUM

Avg account

$175K

Accounts

781

Employees

Advisory reps

Firm details

Headquarters: VIRGINIA BEACH, Virginia
CRD number: 281118
Registered since: May 6, 2025
Website: forefrontam.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals49.26%
HNWI48.29%
Charitable Organizations1.15%
Pension & Profit Sharing Plans0.95%
Corporations / Businesses0.35%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Forefront Asset Management, LLC is an independent, individually owned registered investment adviser that serves both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses and reports a mix of fee arrangements—percentage of assets under management, hourly charges, and fixed fees. Forefront is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser on its filing. It lists an industry affiliation with an insurance company and shows SEC registration effective in 2025.