109 Conner Drive
Suite 205
Chapel Hill, North Carolina 27514
Tel: 919-929-6940
FRAZIER FINANCIAL CONSULTANTS, LLC, formally registered with the SEC as FRAZIER FINANCIAL CONSULTANTS, LLC. The firm was established in 10/18/2016. They have over 2 offices throughout the country.
FRAZIER FINANCIAL CONSULTANTS, LLC is a Chapel Hill, North Carolina based Financial Planning firm with nearly $184,027,324 assets under management, offering retirement planning & investment advisory services to 315 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 112897 |
SEC# | 801-108521 |
Assets Managed by Firm | $184,027,324 |
No. of Clients | 315 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 315 | $184,027,324 |
Individuals (other than high net worth individuals) | 38 | $15,362,823 |
High net worth individuals | 53 | $166,650,334 |
Charitable organizations | 1 | $2,014,167 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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