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FOREFRONT ASSET MANAGEMENT

Business and Investment Profile

The FOREFRONT ASSET MANAGEMENT is a privately held investment adviser that advises $136.95mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. FOREFRONT ASSET MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 29.96% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 1.24 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1209 INDEPENDENCE BOULEVARD SUITE 106, VIRGINIA BEACH, VIRGINIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 4 employees comprised of 3 investment and 1 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.

Asset Profile

Their $136.95mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 15 other accounts. Assets of Individuals clients own $67.46mn or 49.26% of Total Assets and High Net Worth Individuals own $66.13mn or 48.29% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

FOREFRONT ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: FOREFRONT ASSET MANAGEMENT

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Keywords: Forefront Asset Management, Forefront
Generated 2026-09-12T06:53:00.0968845.  © 2026 Convergence.