FRONTENAC

One South Wacker Drive
Suite 2980
Chicago, Illinois 60606
Tel: 312-759-7345

About FRONTENAC

FRONTENAC, formally registered with the SEC as FRONTENAC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

FRONTENAC is a Chicago, Illinois based Financial Planning firm with nearly $1,446,461,048 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156096
SEC#	801-73503
Assets Managed by Firm	$1,446,461,048
No. of Clients	8
No. of Advisors	23

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$1,446,461,048

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