|
⚲
|
| Keyboard |
| Forefront Asset Management LLC
✚
|
|
|---|---|
| CRD # | 281118 |
| SEC # | 801-132722 |
| CIK # | |
| AUM | 136.9 M (2026-05-13) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 757-222-1880 |
| Address | 1209 Independence Boulevard Virginia Beach, VA 23455 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 276 | 67.5 |
| (b) Individuals (high net worth individuals) | 31 | 66.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 1.3 |
| (h) Charitable organizations | 4 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 781 | 136.9 |
| By Discretionary | ||
| Discretionary | 712 | 125.8 |
| Non-Discretionary | 69 | 11.2 |
| Total | 781 | 136.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.9 | |
| Total | 781 | 136.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wallender Timothy Joseph
✚
|
CA | 137.3 M |
|
Johnson & Shute Investment Advisors Inc
✚
|
WA | 137.3 M |
|
Milagre Wealth Management Inc
✚
|
NY | 137.1 M |
|
Ascension Wealth Partners LLC
✚
|
CA | 136.9 M |
|
Cooke Wealth Management LLC
✚
|
CA | 136.9 M |
|
Central Wealth Management LLC
✚
|
WI | 136.8 M |
|
Lewis Capital Management LLLP
✚
|
136.8 M | |
|
River Crescent Advisors LLC
✚
|
VA | 136.8 M |
|
Champion Advisors LLC
✚
|
136.8 M | |
|
Springboard Asset Management LLC
✚
|
CT | 136.8 M |