Frontegra Asset Management Inc is a large advisory firm based in Northbrook. It manages $1.76 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001.
Frontegra Asset Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Frontegra Asset Management Inc is $1.76 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1335% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Frontegra Asset Management Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of William Donald Forsyth is investment companies with 1 clients and $1.69 billion of assets under management. Among the 10 most similar advisory firms, Frontegra Asset Management has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $1.76 billion for 2 clients. None of the firm’s clients are foreign persons or businesses.
Frontegra Asset Management doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
William Donald Forsyth has been acting as President since 1 May 1996. Frontier North America Holdings Inc. joined the executive team most recently as the Holding Company.
The principal office where Frontegra Asset Management Inc performs its advisory services is located at 400 Skokie Blvd, Suite 500, Northbrook, IL 60062, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-509-9860 or by fax 847-509-9845. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at frontiermutualfunds.com.