NEWFRONT RETIREMENT SERVICES, INC. of SAN MATEO, CA is an SEC-registered investment adviser (CRD 167641). Regulatory assets under management: $1.0B.
Compensation: % of AUM, Fixed.
Clients served: Pensions.
| Name | Role | Location |
|---|---|---|
| Christian Michael Bretz | PRINCIPAL | — |
| Joni Lynn Jennings | CHIEF COMPLIANCE OFFICER | — |
| Gregory Franklyn Kaplan | PRESIDENT | — |
| WILLIAMS JAMES HOUSTON | CFO, FINOP | — |
| CAMPBELL ROBERT | FINOP | — |
| TOUMPAS MARY | CCO | — |
| CALL CHRISTOPHER JAMES | PRINCIPAL, CCO; PRINCIPAL, EXECUTIVE REPRESENTATIVE; PRINCIPAL, EXECUTIVE REPRESENTATIVE, CCO (+1 more) | — |
| BRETZ CHRISTIAN MICHAEL | PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER; PRINCIPAL, CO-CCO | — |
| SMITH BRENT AIONA | CHIEF COMPLIANCE OFFICER | — |
| JENNINGS JONI LYNN | CHIEF COMPLIANCE OFFICER | — |
| KAPLAN GREGORY FRANKLYN | PRESIDENT | — |