Newfront Retirement Services, Inc.

RIASEC RegisteredEst. 2014
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$9.8M
Accounts
106
Employees
30
Advisory reps
24

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. is a corporation operating as an institutional registered investment adviser focused on pension consulting services for institutional clients. The firm is SEC-registered (registration year 2014) and delivers advisory work on a fee basis, using both percentage-of-AUM and fixed-fee arrangements. Its practice is oriented toward plan-level consulting rather than acting as a capital allocator, and it does not identify as an active ESG investor. The firm lists advisory activity specifically around pension consulting and maintains industry affiliations with other investment advisers and an insurance company. That advisory orientation suggests the business model centers on design, oversight, and implementation of retirement-plan investments rather than retail wealth-management or direct proprietary investing.

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

    Joni Jennings

    Chief Compliance OfficerCRD 2367598

Contacts

3 of 23
  • Justin Mcadams

    Justin Mcadams

    Vice President, Retirement Plan AdvisorCRD 6235900

  • Sarah Schwartz

    Sarah Schwartz

    Vice President, Retirement ServicesCRD 6758888

  • Jeremy Stoker

    Jeremy Stoker

    Senior Vice PresidentCRD 6893175

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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