Secretary, Director · Newfront Retirement Services, Inc.
Christian M. Bretz
CRD 2903250 · Named on Form ADV at one SEC-registered adviser
At a glance
Newfront Retirement Services, Inc., an SEC-registered asset manager based in SAN Mateo, CA with $1.0 billion in regulatory assets, lists Christian M. Bretz on its Form ADV as Secretary, Director, a control person.
Firms and roles
- Newfront Retirement Services, Inc.Secretary, DirectorAsset manager · SAN Mateo, CA · $1.0B in regulatory assets
AtlasMembers
Christian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Joni L. JenningsChief Compliance Officer, Newfront Retirement Services, Inc.
- Gregory F. KaplanPresident, Newfront Retirement Services, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.