RIA Intel›Advisers›Illinois›FRONT BARNETT ASSOCIATES LLC

FRONT BARNETT ASSOCIATES LLC

Advisory

N·CHICAGO, IL

Data as of Jul 17, 2023 · Source: SEC Form ADV

Total AUM

$999M

1-Year AUM Growth

-20.7%

3-Year CAGR

+3.4%

Employees

3

Assets Under Management

Total AUM$999M

Discretionary AUM$994M

Non-Discretionary AUM$5M

Discretionary %99.5%

Total Clients—

Team

Total Employees3

Investment Advisers9

Employee Growth (1Y)—

Filing History

Total Filings on Record53

First FilingFeb 28, 2001

Latest FilingJul 17, 2023

🔒 Full AUM trend chart and 53 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FRONT BARNETT ASSOCIATES LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.