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. 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
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 1
Joni Jennings
Chief Compliance OfficerCRD 2367598
Contacts
3 of 23
Justin Mcadams
Vice President, Retirement Plan AdvisorCRD 6235900

Sarah Schwartz
Vice President, Retirement ServicesCRD 6758888

Jeremy Stoker
Senior Vice PresidentCRD 6893175
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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