Investment adviser · CRD 167641
NEWFRONT RETIREMENT SERVICES, INC.
Investment adviser filing (IA)
SAN MATEO, CA, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $1.04B Form ADV · Item 5.F
- Client accounts
- 106 Accounts, not individual clients
- Employees
- 30 Reported in this filing
- Advisory professionals
- 26 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 106 | $1,038,896,040 | 100.0% |
Filing source
Form ADV 2132570 · Sep 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 30, 2026. View historical filings
Reported services
Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
777 MARINERS ISLAND BLVD, SUITE 250SAN MATEO, CA, 94404, United States
CRD 167641
Filing source
Form ADV 2132570 · Sep 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.