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Daniel Brian Lortz

FRONTEGRA ASSET MANAGEMENT INC·NORTHBROOK, Illinois
Unclaimed Profile
400 SKOKIE BLVD, SUITE 500, NORTHBROOK, IL 60062CRD# 4151302Firm CRD# 107420
01

About

Daniel Brian Lortz is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with FRONTEGRA ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
FRONTEGRA ASSET MANAGEMENT INC
FRONTEGRA ASSET MANAGEMENT INC
AUM
$440M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FRONTEGRA ASSET MANAGEMENT INC →
Services
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4151302
Firm CRD# 107420
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Brian Lortz offer?
Daniel Brian Lortz specializes in Investment Management, Retirement Planning. Contact their office in NORTHBROOK, Illinois for a consultation.
What are Daniel Brian Lortz's credentials?
Daniel Brian Lortz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Brian Lortz located?
Daniel Brian Lortz is based in NORTHBROOK, Illinois, working with FRONTEGRA ASSET MANAGEMENT INC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does Daniel Brian Lortz charge for services?
Daniel Brian Lortz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRONTEGRA ASSET MANAGEMENT INC?
FRONTEGRA ASSET MANAGEMENT INC has approximately 3 employees and manages $440M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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