FOREFRONT ANALYTICS, LLC

One Tower Bridge
100 Front Street, Suite 1111
W. Conshohocken, Pennsylvania 19428
Tel: 610-341-3900

About FOREFRONT ANALYTICS, LLC

FOREFRONT ANALYTICS, LLC, formally registered with the SEC as FOREFRONT ANALYTICS, LLC. The firm was established in 06/03/2010. They have over 1 offices throughout the country.

FOREFRONT ANALYTICS, LLC is a W. Conshohocken, Pennsylvania based Financial Planning firm with nearly $500,397,718 assets under management, offering retirement planning & investment advisory services to 329 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153016
SEC#	801-71469
Assets Managed by Firm	$500,397,718
No. of Clients	329
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (ASSET ALLOCATION AND QUALITATIVE CONSULTING, EXPERT WITNESS TESTIMONY)

Firm Client Information

	No. of Clients	AUM
Firm Total	329	$500,397,718
Individuals (other than high net worth individuals)	43	$4,140,994
High net worth individuals	115	$123,291,583
Charitable organizations	32	$75,808,956
Corporations or other businesses	13	$245,078,942

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