NEWFRONT RETIREMENT SERVICES, INC.
Firm details
- Headquarters
- SAN MATEO, California
- CRD number
- 167641
- Registered since
- August 27, 2014
- Website
- www.newfront.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, EMPOWER FINANCIAL SERVICES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Newfront Retirement Services, Inc. operates as a corporate retirement and pension consulting advisor focused on institutional clients. The firm provides advisory services around retirement plan design, investment selection and ongoing fiduciary oversight, using a fee model that combines percentage-of-AUM and fixed fees. Its filings show a clear emphasis on pooled public investment vehicles—primarily mutual funds and other public funds—rather than direct-security management. As a pension consultant with an insurance-company affiliation, the firm’s work centers on plan-level solutions and recordkeeping/custody integration for sponsor clients rather than retail wealth management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Private Funds13%
Owners & executives
1 of 1JONI JENNINGS
Chief Compliance OfficerCRD 2367598
Contacts
3 of 22SCOTT MCCLOSKEY
Investment AnalystCRD 4900988
JENNIFER LUKES
Onboarding ManagerCRD 6417836
Trent Green
Account ManagerCRD 8248632
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN MATEO, CA
SAN MATEO
Location
SAN MATEO, CA
Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 777 Mariners Island Blvd
- Time zone
- PT (UTC-8)
- Office locations
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