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UPFRONT VENTURES
1314 7th Street, Suite 600
Santa Monica, California 90401
Tel: 310-785-5100
About UPFRONT VENTURES
UPFRONT VENTURES, formally registered with the SEC as UPFRONT VENTURES. The firm was established in 11/24/2021. They have over 2 offices throughout the country.
UPFRONT VENTURES is a Santa Monica, California based Financial Planning firm with nearly $2,730,878,900 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175144 |
| SEC# | 801-122759 |
| Assets Managed by Firm | $2,730,878,900 |
| No. of Clients | 20 |
| No. of Advisors | 30 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20 | $2,730,878,900 |
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