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FOREFRONT ANALYTICS, LLC
CRD 153016 · SEC 801-71469
ONE TOWER BRIDGE, 100 FRONT STREET, SUITE 1111, W. CONSHOHOCKEN, PA, 19428, United States
Phone
610-341-3900
Fax
610-341-9455
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$679.0M
Discretionary AUM
$447.1M
Team
18 total employees; 9 advisory reps; 7 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersASSET ALLOCATION AND QUALITATIVE CONSULTING, EXPERT WITNESS TESTIMONY
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $9.8M |
| High net worth individuals | 102 | $209.9M |
| Pooled investment vehicles | 7 | $91.6M |
| Charitable organizations | 12 | $23.1M |
| Corporations/business entities | 9 | $344.6M |
States served
CA, DE, LA, NJ, NY, OR, PA, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD