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Building 2FOREFRONT ASSET MANAGEMENT, LLC

Map pinVIRGINIA BEACH, VA
Phone757-222-1880
NotebookSEC #801-132722
Total AUM
$136.9M
Employees
4
Clients
322

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1209 INDEPENDENCE BOULEVARD
SUITE 106
VIRGINIA BEACH
VA 23455
United States
Operating Hours
8:30AM - 4:40PM
Monday - Friday
Phone
757-222-1880
Other Offices
1

ReceiptFinancials

Total AUM
$136.9M
Accounts
781
Discretionary
$125.8M
Accounts
712
Non-Discretionary
$11.2M
Accounts
69

ContactClients

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Individual Clients
276
AUM
$67.5M
HNW Individual Clients
31
AUM
$66.1M
Pension/Profit Sharing Plan Clients
6
AUM
$1.3M
Charitable Organization Clients
4
AUM
$1.6M
Corporation or Business Clients
5
AUM
$483.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNYTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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