CRD: 281118
Forefront Asset Management, LLC
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-06-2015
- Office Locations
- 1
Office Locations
About Forefront Asset Management, LLC
Forefront Asset Management, LLC is an independent, fee-only advisor providing holistic financial planning and ongoing investment management (retirement, tax, insurance, education, debt and employer-benefits planning). The firm has no account minimums and works with clients early in their careers through larger portfolios, including via virtual meetings across multiple jurisdictions. Offers digital-asset/crypto guidance backed by independent research.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT ADAM MESSER
Chief Executive Officer, President
- CRD
- #4472157
- Ownership
- 75% or more
Matthew Aaron Umlauf
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #6626170
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Luke Michael Messer
Principal
- CRD
- #7815900
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,767,947 | $176,640 |
| Non-Discretionary | $11,180,069 | $162,030 |
| Total | $136,948,016 | $175,350 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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