Front Barnett Associates LLC

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Assets, Funds, Holdings

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Front Barnett Associates LLC
CRD #106193
SEC #801-46599
CIK #0000936698
AUM $999.3 MM (2023-03-28)
Employees 9 (33% Investors, 0% Brokers)
Phone312-641-9000
Address70 W Madison Street
Chicago, IL 60602
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
3.02.41.81.20.60.01999200720152024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 0.1
TMO 209,733.6 0.1
GOOGL 1,475,138.5 0.0
LOW 111,668.6 0.0
CVX 294,604.1 0.0
JPM 340,169.2 0.0
UNP 133,995.4 0.0
ACN 179,517.0 0.0
GOOG 1,482,566.4 0.0
AMZN 1,092,997.8 0.0
View All
Holdings by Sector ($MM)
110088066044022002011201520192024
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 35 0.0
(b) Individuals (high net worth individuals) 257 0.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 0.0
(h) Charitable organizations 4 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 0.1
(n) Other 2 0.0
Total 602 1.0
By Discretionary
Discretionary 596 1.0
Non-Discretionary 6 0.0
Total 602 1.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.0
Total 602 1.0
EDGAR Form CIK 2011 - 2023
13F-HR [0000936698]
Comparable Firms State AUM ($BB)
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LVM Capital Management Ltd
MI 1.0
Woodstock Corporation
MA 1.0
Delta Financial Group Inc
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SBK Financial Inc
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Karp Capital Management Corporation
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Guidestone Advisors LLC
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Kistler-Tiffany Companies LLC
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