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| Front Barnett Associates LLC
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|
|---|---|
| CRD # | 106193 |
| SEC # | 801-46599 |
| CIK # | 0000936698 |
| AUM | $999.3 MM (2023-03-28) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 312-641-9000 |
| Address | 70 W Madison Street Chicago, IL 60602 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0000936698 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 0.1 | |
| Thermo Fisher Scientific Inc | 209,733.6 | 0.1 | |
| Alphabet Inc | 1,475,138.5 | 0.0 | |
| Lowes Companies Inc | 111,668.6 | 0.0 | |
| Chevron Corp | 294,604.1 | 0.0 | |
| J P Morgan Chase & Co | 340,169.2 | 0.0 | |
| Union Pacific Corp | 133,995.4 | 0.0 | |
| Accenture PLC | 179,517.0 | 0.0 | |
| Alphabet Inc | 1,482,566.4 | 0.0 | |
| Amazon Com Inc | 1,092,997.8 | 0.0 | |
| PepsiCo Inc | 226,773.9 | 0.0 | |
| Caterpillar Inc | 99,975.7 | 0.0 | |
| Tyco Electronics Ltd | 37,024.2 | 0.0 | |
| Microsoft Corp | 1,918,222.4 | 0.0 | |
| Fedex Corp | 62,226.1 | 0.0 | |
| UnitedHealth Group Inc | 477,004.0 | 0.0 | |
| United Technologies Corp /DE/ | 139,471.0 | 0.0 | |
| Salesforce Com Inc | 170,602.7 | 0.0 | |
| BlackRock Inc | 95,313.7 | 0.0 | |
| Walt Disney Co | 174,716.7 | 0.0 | |
| Bank of America Corp /DE/ | 278,315.2 | 0.0 | |
| Global Payments Inc | 31,912.5 | 0.0 | |
| Medtronic Holdings Ltd | 118,520.9 | 0.0 | |
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| 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) |
|---|---|---|
|
Clearview Financial Partners LLC
✚
|
PA | 1.0 |
|
Chadds Ford Wealth Partners LLC
✚
|
PA | 1.0 |
|
Murray Financial Group LLC
✚
|
MN | 1.0 |
|
LVM Capital Management Ltd
✚
|
MI | 1.0 |
|
Woodstock Corporation
✚
|
MA | 1.0 |
|
Delta Financial Group Inc
✚
|
NJ | 1.0 |
|
SBK Financial Inc
✚
|
VA | 1.0 |
|
Karp Capital Management Corporation
✚
|
CA | 1.0 |
|
Guidestone Advisors LLC
✚
|
TX | 1.0 |
|
Kistler-Tiffany Companies LLC
✚
|
PA | 1.0 |