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 a corporate advisory firm that provides pension consulting and retirement-plan advisory services to institutional clients. The firm is organized as a domestic corporation, registered with the SEC since 2014, and operates as a fee-for-service pension consultant using a mix of percentage-of-AUM and fixed-fee billing. FINTRX flags the firm as affiliated with an insurance company and identifies its primary advisory activity as pension consulting rather than acting as a capital allocator or multi-state investment adviser. The firm does not identify as an active ESG investor in the available records.
Assets & Accounts
Public Holdings
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
Scott Mccloskey
Investment AnalystCRD 4900988
Jennifer Lukes
Onboarding ManagerCRD 6417836

Trent Green
Account ManagerCRD 8248632
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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