NEWFRONT RETIREMENT SERVICES, INC.
CRD #167641 SEC #801-80234 SAN MATEO, CA 415-754-3635
SEC Registered
Total AUM
$649.3M
Discretionary
$649.3M
Employees
30
Clients
--
Accounts
63
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $649.3M | $649.3M | $0 | 30 | 375 |
| Oct 2025 | $649.3M | $649.3M | $0 | 30 | 375 |
| Oct 2025 | $649.3M | $649.3M | $0 | 30 | 375 |
| Mar 2025 | $649.3M | $649.3M | $0 | 30 | 375 |
| Oct 2024 | $366.8M | $366.8M | $0 | 28 | 346 |
| Sep 2024 | $366.8M | $366.8M | $0 | 28 | 346 |
| Apr 2024 | $366.8M | $366.8M | $0 | 28 | 346 |
| Apr 2024 | $366.8M | $366.8M | $0 | 28 | 346 |
| Mar 2024 | $366.8M | $366.8M | $0 | 28 | 346 |
| Oct 2023 | $165.2M | $165.2M | $0 | 27 | 303 |
| Oct 2023 | $165.2M | $165.2M | $0 | 27 | 303 |
| Sep 2023 | $165.2M | $165.2M | $0 | 27 | 303 |
| Jun 2023 | $225.3M | $225.3M | $0 | 27 | 277 |
| Feb 2023 | $225.3M | $225.3M | $0 | 27 | 277 |
| Oct 2022 | $176.2M | $176.2M | $0 | 22 | 251 |
| May 2022 | $176.2M | $176.2M | $0 | 22 | 251 |
| Mar 2022 | $176.2M | $176.2M | $0 | 22 | 251 |
| Jan 2022 | $125M | $125M | $0 | 16 | 250 |
| Dec 2021 | $125M | $125M | $0 | 16 | 250 |
| Sep 2021 | $125M | $125M | $0 | 16 | 250 |
| Mar 2021 | $125M | $125M | $0 | 16 | 250 |
| Jun 2020 | $135M | $135M | $0 | 16 | 175 |
| Mar 2020 | $135M | $135M | $0 | 16 | 175 |
| May 2019 | $84.1M | $84.1M | $0 | 16 | 143 |
| Mar 2019 | $84.1M | $84.1M | $0 | 16 | 143 |
| May 2018 | $140.7M | $140.7M | $0 | 11 | 111 |
| Apr 2018 | $140.7M | $140.7M | $0 | 11 | 111 |
| Dec 2014 | $1.7B | $0 | $1.7B | 7 | 0 |
| Aug 2014 | $0 | $0 | $0 | 7 | 0 |
| Aug 2014 | $0 | $0 | $0 | 7 | 0 |
DateOct 2025
Total AUM$649.3M
Discretionary$649.3M
Non-Disc.$0
Employees30
Clients375
DateOct 2025
Total AUM$649.3M
Discretionary$649.3M
Non-Disc.$0
Employees30
Clients375
DateOct 2025
Total AUM$649.3M
Discretionary$649.3M
Non-Disc.$0
Employees30
Clients375
DateMar 2025
Total AUM$649.3M
Discretionary$649.3M
Non-Disc.$0
Employees30
Clients375
DateOct 2024
Total AUM$366.8M
Discretionary$366.8M
Non-Disc.$0
Employees28
Clients346
DateSep 2024
Total AUM$366.8M
Discretionary$366.8M
Non-Disc.$0
Employees28
Clients346
DateApr 2024
Total AUM$366.8M
Discretionary$366.8M
Non-Disc.$0
Employees28
Clients346
DateApr 2024
Total AUM$366.8M
Discretionary$366.8M
Non-Disc.$0
Employees28
Clients346
DateMar 2024
Total AUM$366.8M
Discretionary$366.8M
Non-Disc.$0
Employees28
Clients346
DateOct 2023
Total AUM$165.2M
Discretionary$165.2M
Non-Disc.$0
Employees27
Clients303
DateOct 2023
Total AUM$165.2M
Discretionary$165.2M
Non-Disc.$0
Employees27
Clients303
DateSep 2023
Total AUM$165.2M
Discretionary$165.2M
Non-Disc.$0
Employees27
Clients303
DateJun 2023
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$0
Employees27
Clients277
DateFeb 2023
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$0
Employees27
Clients277
DateOct 2022
Total AUM$176.2M
Discretionary$176.2M
Non-Disc.$0
Employees22
Clients251
DateMay 2022
Total AUM$176.2M
Discretionary$176.2M
Non-Disc.$0
Employees22
Clients251
DateMar 2022
Total AUM$176.2M
Discretionary$176.2M
Non-Disc.$0
Employees22
Clients251
DateJan 2022
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees16
Clients250
DateDec 2021
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees16
Clients250
DateSep 2021
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees16
Clients250
DateMar 2021
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees16
Clients250
DateJun 2020
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees16
Clients175
DateMar 2020
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees16
Clients175
DateMay 2019
Total AUM$84.1M
Discretionary$84.1M
Non-Disc.$0
Employees16
Clients143
DateMar 2019
Total AUM$84.1M
Discretionary$84.1M
Non-Disc.$0
Employees16
Clients143
DateMay 2018
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees11
Clients111
DateApr 2018
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees11
Clients111
DateDec 2014
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees7
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0