# NEWFRONT RETIREMENT SERVICES, INC.

NEWFRONT RETIREMENT SERVICES, INC. of SAN MATEO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 167641
- Type: SEC-registered investment adviser
- SEC file number: 801-80234
- Location: 777 MARINERS ISLAND BLVD, SAN MATEO, CA, 94404
- Phone: 415-754-3635
- Latest filing: 2026-08-04
- Regulatory AUM: $1.0B
- Discretionary AUM: $1.0B
- Clients: 30
- Accounts: 106

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Pensions

## Officers, owners & control persons (11)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167641/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167641/similar
- Related entities: https://search.stillhousedata.com/firm/167641/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167641

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.