Overview
Assets Under Management: $184 million
Headquarters: CHAPEL HILL, NC
High-Net-Worth Clients: 53
Average Client Assets: $3 million
Frequently Asked Questions
FRAZIER FINANCIAL CONSULTANTS, LLC 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 #112897), FRAZIER FINANCIAL CONSULTANTS, LLC is subject to fiduciary duty under federal law.
FRAZIER FINANCIAL CONSULTANTS, LLC is headquartered in CHAPEL HILL, NC.
FRAZIER FINANCIAL CONSULTANTS, LLC serves 53 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, FRAZIER FINANCIAL CONSULTANTS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FRAZIER FINANCIAL CONSULTANTS, LLC manages $184 million in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, FRAZIER FINANCIAL CONSULTANTS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.56
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 315
Discretionary Accounts: 315
Regulatory Filings
CRD Number: 112897
Last Filing Date: 2025-02-14 00:00:00
Website: https://gmail.com