Forefront Asset Management, LLC

Forefront Asset Management, LLC (CRD# 281118) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $105,900,000 in 602 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1209 Independence Boulevard, Suite 106, Virginia Beach, VA 23455
http://www.forefrontam.com
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    602
    ACCOUNTS
  • Average Account Value
    $175,914
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
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 - 3 of 3 top financial advisors.
1
Robert Messer, financial advisor Virginia Beach VA
Robert A. Messer
CRD#: 4472157
1209 Independence Boulevard, Suite 106, Virginia Beach, VA 23455

Robert Messer (CRD# 4472157) is an Investment Advisor Representative working at Forefront Asset Management, LLC in Virginia Beach, VA and has over 22 years of experience in the finance industry.

2
Matthew Umlauf, financial advisor Virginia Beach VA
Matthew A. Umlauf
CRD#: 6626170
1209 Independence Boulevard, Suite 106, Virginia Beach, VA 23455

Matthew Umlauf (CRD# 6626170) is an Investment Advisor Representative working at Forefront Asset Management, LLC in Virginia Beach, VA and has over 7 years of experience in the finance industry.

3
Luke Messer, financial advisor Virginia Beach VA
Luke M. Messer
CRD#: 7815900
1209 Independence Boulevard, Suite 106, Virginia Beach, VA 23455

Luke Messer (CRD# 7815900) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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