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 an SEC‑registered institutional registered investment adviser that provides retirement plan and pension consulting to institutional clients. The firm, registered in 2014, delivers advisory services under a mix of asset‑based fees and fixed fees and is organized as a domestic corporate entity with individual ownership elements. Its regulatory profile indicates it does not act as a capital allocator and is not identified as an active ESG investor. Services emphasize pension consulting and related retirement-plan advisory activities. The firm is affiliated with other investment adviser and insurance entities, reflecting a practice tied to plan design, recordkeeping oversight, and investment implementation rather than direct private capital commitments.
Assets & Accounts
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 22
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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