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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 1, 2025
- Branch Offices
- 21
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL, CO-CCO | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL, CO-CCO | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL, CO-CCO | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL, CO-CCO | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL, CO-CCO | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL, CO-CCO | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL, CO-CCO | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL, CO-CCO | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL, CO-CCO | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL, CO-CCO | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL, CO-CCO | NA | Control |
| BRETZ, CHRISTIAN MICHAEL | I | PRINCIPAL, CO-CCO | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL | NA | Control |
| BRETZ, CHRISTIAN, MICHAEL | I | PRINCIPAL | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, CCO | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, CCO | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, CCO | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE, CO-CCO | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE, CO-CCO | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE, CO-CCO | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE, CO-CCO | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE, CO-CCO | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE, CO-CCO | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE, CO-CCO | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE, CO-CCO | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE, CO-CCO | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE, CO-CCO | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE, CO-CCO | NA | Control |
| CALL, CHRISTOPHER JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE, CO-CCO | NA | Control |
| CALL, CHRISTOPHER, JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE | NA | Control |
| CALL, CHRISTOPHER, JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE, CCO | NA | Control |
| CALL, CHRISTOPHER, JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE | NA | Control |
| CALL, CHRISTOPHER, JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE, CCO | NA | Control |
| CALL, CHRISTOPHER, JAMES | I | PRINCIPAL, EXECUTIVE REPRESENTATIVE | NA | Control |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| CAMPBELL, ROBERT | I | FINOP | NA | |
| JENNINGS, JONI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENNINGS, JONI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENNINGS, JONI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENNINGS, JONI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENNINGS, JONI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENNINGS, JONI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENNINGS, JONI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENNINGS, JONI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENNINGS, JONI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENNINGS, JONI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENNINGS, JONI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENNINGS, JONI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENNINGS, JONI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENNINGS, JONI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENNINGS, JONI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAPLAN, GREGORY, FRANKLYN | I | PRESIDENT | NA | Control |
| KAPLAN, GREGORY, FRANKLYN | I | PRESIDENT | NA | Control |
| KAPLAN, GREGORY, FRANKLYN | I | PRESIDENT | NA | Control |
| KAPLAN, GREGORY, FRANKLYN | I | PRESIDENT | NA | Control |
| KAPLAN, GREGORY, FRANKLYN | I | PRESIDENT | NA | Control |
| KAPLAN, GREGORY, FRANKLYN | I | PRESIDENT | NA | Control |
| KAPLAN, GREGORY, FRANKLYN | I | PRESIDENT | NA | Control |
| KAPLAN, GREGORY, FRANKLYN | I | PRESIDENT | NA | Control |
| KAPLAN, GREGORY, FRANKLYN | I | PRESIDENT | NA | Control |
| KAPLAN, GREGORY, FRANKLYN | I | PRESIDENT | NA | Control |
| KAPLAN, GREGORY, FRANKLYN | I | PRESIDENT | NA | Control |
| KAPLAN, GREGORY, FRANKLYN | I | PRESIDENT | NA | Control |
| KAPLAN, GREGORY, FRANKLYN | I | PRESIDENT | NA | Control |
| KAPLAN, GREGORY, FRANKLYN | I | PRESIDENT | NA | Control |
| KAPLAN, GREGORY, FRANKLYN | I | PRESIDENT | NA | Control |
| SMITH, BRENT AIONA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BRENT AIONA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BRENT AIONA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOUMPAS, MARY | I | CCO | NA | |
| WILLIAMS, JAMES HOUSTON | I | CFO, FINOP | NA | |
| WILLIAMS, JAMES HOUSTON | I | CFO, FINOP | NA | |
| WILLIAMS, JAMES HOUSTON | I | CFO, FINOP | NA | |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
| ABD INSURANCE AND FINANCIAL SERVICES | DE | MANAGING MEMBER, 100% OWNER | E | Control |
Registrations
Federal
IA
Oct 1, 2025 REGISTERED
Notice Filings (16)
AZ CA CO DE FL IL LA MA NH NY SC TN TX UT VA WA
Address
777 MARINERS ISLAND BLVDSUITE 250
SAN MATEO, CA 94404
United States
Phone: 415-754-3635