Matthew Aaron Umlauf
Investment adviser representative at Forefront Asset Management, LLC
21 yearsExperience
1 stateRegistered in
$136.9MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Forefront Asset Management, LLCMay 2016 to now
- The Virginia Symphony OrchestraAug 2005 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
Forefront Asset Management, LLC
$136.9MAssets managed
322Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6626170
- Firm CRD
- 281118