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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Newfront Retirement Services Inc
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|---|---|
| CRD # | 167641 |
| SEC # | 801-80234 |
| CIK # | 0001574674 |
| AUM | $649.3 M (2025-03-21) |
| Employees | 30 (63% Investors, 0% Brokers) |
| Phone | 415-754-3635 |
| Address | 777 Mariners Island Blvd San Mateo, CA 94404 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 63 | 649.3 |
| (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 | 63 | 649.3 |
| By Discretionary | ||
| Discretionary | 63 | 649.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 63 | 649.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 649.3 | |
| Total | 63 | 649.3 |
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|---|---|---|
|
PNC Steel City Advisors LLC
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PA | 0.7 |
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OHA Private Credit Advisors II LP
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NY | 0.7 |
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|
Park Street Capital Advisers LLC
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0.6 | |
|
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|
CA | 0.6 |
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Alpha Investment Consulting Group LLC
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WI | 0.6 |
|
Stormfield Capital LLC
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|
CT | 0.6 |
|
Girard Pension Services LLC
✚
|
PA | 0.6 |