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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 30 clients, or 30 clients per representative. That equates to $720.0K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on April 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Front Street Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Jennifer Sue Macedo Mrs.
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, FOUNDER
- CRD
- #7033861
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Front Street Financial has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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