Overview
Assets Under Management: $999 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 257
Average Client Assets: $3.3 million
Frequently Asked Questions
FRONT BARNETT ASSOCIATES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106193), FRONT BARNETT ASSOCIATES LLC is subject to fiduciary duty under federal law.
FRONT BARNETT ASSOCIATES LLC is headquartered in CHICAGO, IL.
FRONT BARNETT ASSOCIATES LLC serves 257 high-net-worth clients according to their SEC filing dated July 17, 2023. View client details ↓
According to their SEC Form ADV, FRONT BARNETT ASSOCIATES LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
FRONT BARNETT ASSOCIATES LLC manages $999 million in client assets according to their SEC filing dated July 17, 2023.
According to their SEC Form ADV, FRONT BARNETT ASSOCIATES LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 257
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.51%
Average Client Assets: $3.3 million
Total Client Accounts: 602
Discretionary Accounts: 596
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 106193
Filing ID: 1775358
Last Filing Date: 2023-07-17 14:38:00