Forefront Capital Markets LLC is a mid-sized advisory firm based in New York. It manages $41.6 million of regulatory assets for 163 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New York.
Forefront Capital Markets provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and business consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Forefront Capital Markets LLC is $41.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Forefront Capital Markets LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Christopher E Engel joined the executive team most recently as the Member.
The principal office where Forefront Capital Markets LLC performs its advisory services is located at 7 Times Square, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-607-8150 or by fax 212-983-0690. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at forefrontgroup.com.