Newfront Retirement Services, Inc.
● SEC registered since 2014CRD 167641SEC# 801-80234San Mateo, CA
Reg. AUM
$1.04B
Employees
31
Accounts
106
Location
San Mateo, CA
Newfront Retirement Services, Inc. assets under management
Newfront Retirement Services, Inc. is an investment advisory firm registered with the SEC based in San Mateo, CA. The firm has been registered since 2014. It reports $1 billion in regulatory assets under management and employs 31 people.
Newfront Retirement Services, Inc. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Abd Insurance and Financial Services Control | Managing Member, 100% Owner | Over 75% | 2013 |
| Christian Michael Bretz Control | Principal | Under 5% | 2016 |
| Gregory Franklyn Kaplan Control | President | Under 5% | 2023 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Newfront Retirement Services, Inc. manage?
Newfront Retirement Services, Inc. reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Newfront Retirement Services, Inc. have?
Newfront Retirement Services, Inc. reports 31 employees.
Where is Newfront Retirement Services, Inc. located?
Newfront Retirement Services, Inc. is based in San Mateo, CA and has been SEC-registered since 2014.
Does Newfront Retirement Services, Inc. disclose fund performance?
Newfront Retirement Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 777 Mariners Island Blvd, Suite 250, San Mateo, CA 94404 |
| Phone | 415-754-3635 |
| Fax | 415-483-7770 |
| Office hours | 8:30a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1574674 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.04B▲ 60%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$1.04Bregulatory AUM
Discretionary $1.04B