Forefront Asset Management, LLC
Forefront Asset Management, LLC (CRD# 281118) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $48,327,700 in 365 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts365ACCOUNTS
Average Account Value$132,405
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NC, NY, TX, VA
Robert Messer (CRD# 4472157) is an Investment Advisor Representative working at Forefront Asset Management, LLC in Virginia Beach, VA and has over 15 years of experience in the finance industry. Robert Messer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Umlauf (CRD# 6626170) is an Investment Advisor Representative working at Forefront Asset Management, LLC in Virginia Beach, VA and has 1 year of experience in the finance industry.