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FOREFRONT ASSET MANAGEMENT, LLC
CRD 281118 · SEC 801-132722
1209 INDEPENDENCE BOULEVARD, SUITE 106, VIRGINIA BEACH, VA, 23455, United States
Phone
757-222-1880
Fax
757-222-1922
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$136.9M
Discretionary AUM
$125.8M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 276 | $67.5M |
| High net worth individuals | 31 | $66.1M |
| Pension/profit sharing plans | 6 | $1.3M |
| Charitable organizations | 4 | $1.6M |
| Corporations/business entities | 5 | $483K |
States served
NY, NC, VA, TX, FL
All web addresses on file
- HTTP://WWW.FOREFRONTAM.COM
- https://www.youtube.com/@LukeMesserFinance
- https://www.tiktok.com/@lukemesserfinance?lang=en
- https://www.instagram.com/lukemesserfinance/reels/?hl=en
- https://www.linkedin.com/in/luke-messer-aams%C2%AE-crpc%C2%AE-cbda-379b7421b/
- https://www.facebook.com/profile.php?id=61574137508571
- https://www.getyourfinancialplan.com
- https://www.callconfirmed.net
- https://www.callwithluke.com
Official SEC filing: View on IAPD