Newfront Retirement Services, Inc.

RIASEC RegisteredEst. 2014
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$9.8M
Accounts
106
Employees
30
Advisory reps
23

Firm details

Headquarters
San Mateo, California
CRD number
167641
Registered since
August 27, 2014
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Private Funds 13%87%
  • Public Funds/Mutual Funds87%
  • Private Funds13%

Owners & executives

1 of 1
  • Joni Jennings

    Joni Jennings

    Chief Compliance OfficerCRD 2367598

Contacts

3 of 22
  • Justin Mcadams

    Justin Mcadams

    Vice President, Retirement Plan AdvisorCRD 6235900

  • Sarah Schwartz

    Sarah Schwartz

    Vice President, Retirement ServicesCRD 6758888

  • Jeremy Stoker

    Jeremy Stoker

    Senior Vice PresidentCRD 6893175

Unlock 19 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth