FRONTEGRA STRATEGIES, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
WESTMONT, Illinois
CRD number
137529
Registered since
April 5, 2006

Firm profile

FINTRX

Overview

Frontegra Strategies, LLC is a limited liability company that has been SEC-registered since 2006. FINTRX classifies the firm as unclassified and lists its owner type as a combination of a domestic entity and an individual. The snapshot indicates the firm is not a capital allocator, not an active ESG investor, not a multi-state adviser, and does not act as a pension consultant. FINTRX does not supply detail on the firm’s advisory services, client types, fee schedules, or specific business activities, leaving its functional positioning within wealth management unclear from the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ANDREW CHICA

    Chief Compliance OfficerCRD 3087253

  • Robert Baker

    Chief Financial OfficerCRD 5503485

Contacts

3 of 7
  • DANIEL LORTZ

    PartnerCRD 4151302

  • Benjamin Jones

    Senior Managing DirectorCRD 4206990

  • CHARLES THOMPSON

    Managing DirectorCRD 2547107

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WESTMONT, IL

DU PAGE

Location

WESTMONT, IL

Headquartered in WESTMONT, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
DU PAGE
Address
999 Oakmont Plaza Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth