Overview
Assets Under Management: $177 million
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 46
Average Client Assets: $3 million
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