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Daniel Brian Lortz

FRONTEGRA ASSET MANAGEMENT INC·NORTHBROOK, Illinois
SIE, Series 7, Series 63Clean recordFRONTEGRA ASSET MANAGEMENT INC
400 SKOKIE BLVD, SUITE 500, NORTHBROOK, IL 60062CRD# 4151302Firm CRD# 107420

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Brian Lortz · NORTHBROOK, IL
Registration
CRD #4151302 · FRONTEGRA ASSET MANAGEMENT INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FRONTEGRA ASSET MANAGEMENT INC
CRD 107420 · SEC 801-52123
AUM
$440M
Regulatory assets under management
Employees
3
2 client accounts
Services offered by FRONTEGRA ASSET MANAGEMENT INC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at FRONTEGRA ASSET MANAGEMENT INC →
Introduction

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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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Other Advisors at FRONTEGRA ASSET MANAGEMENT INC

Charles Spurgeon Thompson
WESTMONT, IL
Mark Alan Ziehr
NORTHBROOK, IL
CFA
Elyce Diane Dilworth
NORTHBROOK, IL
Benjamin Decator Jones
WESTMONT, IL

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