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FOREFRONT ANALYTICS, LLC

W. CONSHOHOCKEN, PA · CRD 153016 · IAPD ↗ · forefrontanalytics.com · 610-341-3900

$679.0MRegulatory AUM
9Advisory reps
18Employees
7Clients
0Planning clients
4Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — FOREFRONT ANALYTICS, LLC crossed $500M in regulatory AUM ($454.0M -> $500.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
78
April 2024 — FOREFRONT ANALYTICS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.