Overview
Assets Under Management: $177 million
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 46
Average Client Assets: $3 million
Frequently Asked Questions
FRAZEE INVESTMENT CONSULTING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123662), FRAZEE INVESTMENT CONSULTING, INC. is subject to fiduciary duty under federal law.
FRAZEE INVESTMENT CONSULTING, INC. is headquartered in MEMPHIS, TN.
FRAZEE INVESTMENT CONSULTING, INC. serves 46 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, FRAZEE INVESTMENT CONSULTING, INC. offers financial planning and portfolio management for individuals. View all service details ↓
FRAZEE INVESTMENT CONSULTING, INC. manages $177 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, FRAZEE INVESTMENT CONSULTING, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.87
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 295
Discretionary Accounts: 295
Regulatory Filings
CRD Number: 123662
Last Filing Date: 2025-02-19 00:00:00
Website: https://frazeeinvestment.com