|
⚲
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| Forefront Wealth Management Inc
✚
| |
|---|---|
| CRD # | 299003 |
| SEC # | 801-114299 |
| CIK # | 0001904828 |
| AUM | $223.4 MM (2024-02-05) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 610-600-1099 |
| Address | 18 Church Road Malvern, PA 19355 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 26.8 |
| (b) Individuals (high net worth individuals) | 53 | 196.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 405 | 223.4 |
| By Discretionary | ||
| Discretionary | 286 | 198.3 |
| Non-Discretionary | 119 | 25.0 |
| Total | 405 | 223.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 223.4 | |
| Total | 405 | 223.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001904828] |
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|---|---|---|
|
Prometheus Capital Management Corp
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PA | 0.2 |
|
VB&T Wealth Management LLC
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AZ | 0.2 |
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Integrity Wealth Solutions LLC
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NH | 0.2 |
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TKG Advisors LLC
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IN | 0.2 |
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Madden Advisory Services Inc
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FL | 0.2 |
|
Malvern Capital Management LLC
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|
PA | 0.2 |
|
Greybull Partners LLC
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GA | 0.2 |
|
RPM Advisors LLC
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ND | 0.2 |