NEWFRONT RETIREMENT SERVICES, INC.

RIASEC RegisteredEst. 2014
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$9.8M
Accounts
106
Employees
31
Advisory reps
23

Firm details

Headquarters
SAN MATEO, California
CRD number
167641
Registered since
August 27, 2014
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Private Funds 13%87%
  • Public Funds/Mutual Funds87%
  • Private Funds13%

Owners & executives

1 of 1
  • JONI JENNINGS

    Chief Compliance OfficerCRD 2367598

Contacts

3 of 22
  • SCOTT MCCLOSKEY

    Investment AnalystCRD 4900988

  • JENNIFER LUKES

    Onboarding ManagerCRD 6417836

  • Trent Green

    Account ManagerCRD 8248632

Unlock 19 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth