Investment adviser · CRD 106193
FRONT BARNETT ASSOCIATES LLC
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Jul 17, 2023
- Regulatory AUM
- $999M Form ADV · Item 5.F
- Client accounts
- 602 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 257 | $844,465,767 | 84.5% |
| Corporations & businesses | 7 | $72,246,533 | 7.2% |
| Charities | Fewer than 5 | $40,166,203 | 4.0% |
| Retirement plans | Fewer than 5 | $21,080,832 | 2.1% |
| Individuals | 35 | $11,151,747 | 1.1% |
| Other clients | Fewer than 5 | $10,160,093 | 1.0% |
Filing source
Form ADV 1775358 · Jul 17, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 17, 2023. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
70 W. MADISON STREET, SUITE 4920CHICAGO, IL, 60602, United States
CRD 106193
Filing source
Form ADV 1775358 · Jul 17, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.