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Home > Retirement Planners > north carolina > chapel hill > FRAZIER FINANCIAL CONSULTANTS, LLC
FRAZIER FINANCIAL CONSULTANTS, LLC
109 Conner Drive
Suite 205
Chapel Hill, North Carolina 27514
Tel: 919-929-6940
About FRAZIER FINANCIAL CONSULTANTS, LLC
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| 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 |
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