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FOREFRONT ANALYTICS, LLC
CRD 153016File 801-71469
APPROVED
Retail clients
Custody
Filing as of May 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$679.0M
Above cohort median (national)
Discretionary AUM
$447.1M
Non-discretionary $231.8M
Clients
147
339 accounts
Employees
18
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 3, 2010
- Principal office
- ONE TOWER BRIDGE, 100 FRONT STREET, SUITE 1111, W. CONSHOHOCKEN, PA, 19428
- Phone
- 610-341-3900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $679.0M
- Discretionary AUM
- $447.1M
- Non-discretionary AUM
- $231.8M
- Discretionary accounts
- 223
- Non-discretionary accounts
- 116
- Total accounts
- 339
- AUM per client
- $4.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $344.6M |
| Charitable organizations | 12 | $23.1M |
| High net worth individuals | 102 | $209.9M |
| Pooled investment vehicles | 7 | $91.6M |
| Individuals (other than high net worth individuals) | 17 | $9.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 18 | decreased by1 |
| Apr 1, 2026 | Clients | 262 | 147 | decreased by115 |
| Apr 1, 2026 | AUM | $572,988,609 | $678,965,757 | increased by$105,977,148 |
| Apr 1, 2026 | Accounts | 262 | 339 | increased by77 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 19 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 201 | 262 | increased by61 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $569,280,983 | $572,988,609 | increased by$3,707,626 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 343 | 262 | decreased by81 |
| Apr 1, 2022 | Employees | 34 | 35 | increased by1 |
| Apr 1, 2022 | Clients | 180 | 201 | increased by21 |
| Apr 1, 2022 | AUM | $603,822,601 | $569,280,983 | decreased by$34,541,618 |
| Apr 1, 2022 | Accounts | 345 | 343 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FOREFRONT ANALYTICS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FOREFRONT ANALYTICS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.