Forefront Analytics, LLC is a large advisory firm based in W. Conshohocken. It manages $519.64 million of regulatory assets for 242 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Delaware, Louisiana, and 7 other states.
Forefront Analytics provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and asset allocation and qualitative consulting, expert witness testimony. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Forefront Analytics, LLC is $519.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 399620% since the beginning of its operation, and $140.81 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Forefront Analytics, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Forefront Analytics is corporations or other businesses with 5 clients and $269.84 million of assets under management. Among the 10 most similar advisory firms, Forefront Analytics has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $519.16 million for 138 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Forefront Analytics also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $120,000.
The company employs 30 people that are either part- or full-time employees. 37 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Forefront Analytics, LLC performs its advisory services is located at One Tower Bridge, W. Conshohocken, PA 19428, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-341-3900 or by fax 610-341-9455. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at forefrontanalytics.net.