W. CONSHOHOCKEN, PACRD 153016Latest ADV March 31, 2026
Forefront Analytics, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in W. Conshohocken, PA.
Assets Under Management
$679M
Employees
18
Offices
--
Total Clients
147
Primary office
W. CONSHOHOCKEN, PA
ONE TOWER BRIDGE, 100 FRONT STREET, SUITE 1111, W. CONSHOHOCKEN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.4% of total clients.
Top client categories% of clientsClients
1
HNWI
69.4%
102
2
Individuals
11.6%
17
3
Charitable
8.2%
12
4
Corporations
6.1%
9
5
Pooled Investment Vehicles
4.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$679Mas of March 31, 2026
Discretionary65.9%
$447M
66% of total RAUM65.9%
Non-discretionary34.1%
$232M
34% of total RAUM34.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$679M
Total Accounts339
10Y AUM Change+$56M (+9.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee8:1
10Y Employee Change-6 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.