| Name | Title | Ownership | Since |
|---|---|---|---|
| Abd Insurance and Financial Services Control | Managing Member, 100% Owner | Over 75% | 2013 |
| Christian Michael Bretz Control | Principal | Under 5% | 2016 |
| Gregory Franklyn Kaplan Control | President | Under 5% | 2023 |
Newfront Retirement Services, Inc. reports $649.3 million in regulatory assets under management on its Form ADV.
Newfront Retirement Services, Inc. reports 30 employees.
Newfront Retirement Services, Inc. is based in San Mateo, CA and has been SEC-registered since 2014.
Newfront Retirement Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 777 Mariners Island Blvd, Suite 250, San Mateo, CA 94404 |
| Phone | 415-754-3635 |
| Fax | 415-483-7770 |
| Office hours | 8:30a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1574674 |
| Discloses disciplinary history | No |
| Discretionary | $649.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $649.3M |