Adviser Profile
| As of Date | 05/08/2025 |
| Registration status | Registration Changed to FOREFRONT ASSET MANAGEMENT, LLC |
| ADV Location | VIRGINIA BEACH, VA, United States |
| Contact Info | 757 xxxxxxx |
| Websites |
| AUM* | 122,865,684 |
| of that, discretionary | 113,027,432 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 153,582 |
| % High Net Worth | 8.63% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds