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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-08-2021
- Office Locations
- 1
Office Locations
About Front Street Financial
Front Street Financial Planning is a Lahaina, Hawaii-based RIA providing financial planning and investment management for women navigating major life transitions (divorce, inheritance, retirement, loss of a spouse). The practice blends practical portfolio guidance with values-based, spiritual-aware coaching. Portfolios are primarily ETF-based with some mutual funds and fixed income; custody via Charles Schwab and workflows supported by Advyzon.
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Owner & Executives
Jennifer Sue Macedo Mrs.
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, FOUNDER
- CRD
- #7033861
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $21,601,286 | -- |
| Total | $21,601,286 | -- |
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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 |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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