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).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    365
    ACCOUNTS
  • Average Account Value
    $132,405
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, NY, TX, VA

Financial Advisors at Forefront Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert A. Messer
CRD#: 4472157
1209 Independence Boulevard, Suite 106, Virginia Beach, VA 23455
96
Wealthminder
score

Robert Messer (CRD# 4472157) is an Investment Advisor Representative working at Forefront Asset Management, LLC in Virginia Beach, VA and has over 14 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.

2
Matthew A. Umlauf
CRD#: 6626170
1209 Independence Boulevard, Suite 106, Virginia Beach, VA 23455
90
Wealthminder
score

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.

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