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 1 offices throughout the country.

UPFRONT VENTURES is a Santa Monica, California based Financial Planning firm with nearly $2,569,528,600 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	175144
SEC#	801-122759
Assets Managed by Firm	$2,569,528,600
No. of Clients	17
No. of Advisors	33

Fee Structure

A Percentage of AUM
Performance Based

Advisory Services Provided

Portfolio Management for pooled Investment

Firm Client Information

	No. of Clients	AUM
Firm Total	17	$2,569,528,600

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