Overview
Assets Under Management: $137 million
Headquarters: VIRGINIA BEACH, VA
High-Net-Worth Clients: 31
Average Client Assets: $2.1 million
Frequently Asked Questions
FOREFRONT ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281118), FOREFRONT ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FOREFRONT ASSET MANAGEMENT, LLC is headquartered in VIRGINIA BEACH, VA.
FOREFRONT ASSET MANAGEMENT, LLC serves 31 high-net-worth clients according to their SEC filing dated January 29, 2026. View client details ↓
According to their SEC Form ADV, FOREFRONT ASSET MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FOREFRONT ASSET MANAGEMENT, LLC manages $137 million in client assets according to their SEC filing dated January 29, 2026.
According to their SEC Form ADV, FOREFRONT ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.29%
Average Client Assets: $2.1 million
Total Client Accounts: 781
Discretionary Accounts: 712
Non-Discretionary Accounts: 69
Regulatory Filings
CRD Number: 281118
Filing ID: 2045577
Last Filing Date: 2026-01-29 09:58:53