SAN MATEO, CACRD 167641Latest ADV February 26, 2026
Newfront Retirement Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Mateo, CA. Its latest Form ADV filing, dated February 26, 2026, reports $1.0B in regulatory assets under management, 31 employees, 22 offices, and 106 accounts.
Assets Under Management
$1.0B
Employees
31
Offices
22 offices
Total Clients
106
Primary office
SAN MATEO, CA
777 MARINERS ISLAND BLVD, SUITE 250, SAN MATEO, CA, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
106
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of February 26, 2026
Discretionary100.0%
$1.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.0B
Total Accounts106
10Y AUM Change+$1.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee3:1
10Y Employee Change+20 (+181.8%)
* 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.