Byron
Pogir

Newfront Retirement Services, Inc

CRD#3094542
Investment Advisor
in Richmond, CA

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About this Advisor

Byron Pogir is a financial advisor based in Richmond, California, working with Newfront Retirement Services, Inc. Byron has previously held positions at Newfront Retirement Services, Inc, Global Retirement Partners, LLC, Pogir Group Employee Benefits, Legacy Employee Benefits, and Lpl Financial, LLC. Byron has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Byron is part of Newfront Retirement Services, Inc, which operates out of Richmond, California. The firm has 21 offices and 28 employees. The firm manages assets totaling $366.8 million and offers pension consulting services. The fee structure at Newfront Retirement Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Richmond, CA

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Newfront Retirement Services, Inc Brokerage Details

Total Assets Under Management

$366,754,875

CA Average: $7,578,581,321
Total Number of Employees

28

CA Average: 43
Total Number of Accounts

42

CA Average: 3,727
Average Account Size

$8,732,259

CA Average: $2,033,427

Investment Advisory Services

  • Pension consulting services

Byron Pogir Work History

2024 - Present (0 year)

Newfront Retirement Services, Inc

2019 - Present (5 years)

Global Retirement Partners, LLC

2019 - Present (5 years)

Lpl Financial, LLC

2015 - 2018 (3 years)

Legacy Employee Benefits

2006 - 2015 (9 years)

Pogir Group Employee Benefits

Disclosures

Please visit the SEC profile of Byron Pogir to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Newfront Retirement Services, Inc

Ali Ahmadi
San Francisco, CA
Edwin Wilson
San Francisco, CA
Mickey Pinguelo
San Francisco, CA
Khirstine Lumban
Sa Bruno, CA
Sarah Schwartz
San Francisco, CA
Curtis Fugate
Sacramento, CA
Justin Mcadams
San Francisco, CA
Clay Stafford
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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