| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Allen Sorgenfrei Control | Vice President And Secretary | 25-50% | 2018 |
| Meredith Mansell Hughes Poore Control | Chief Compliance Officer | Under 5% | 2020 |
| Robert William Frazee Control | President | 50-75% | 2018 |
Frazee Investment Consulting, Inc. reports $177.2 million in regulatory assets under management on its Form ADV.
Frazee Investment Consulting, Inc. reports 3 employees.
Frazee Investment Consulting, Inc. is based in Memphis, TN and has been SEC-registered since 2019.
Frazee Investment Consulting, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5350 Poplar Avenue, Suite 730, Memphis, TN 38119 |
| Phone | 901-779-3940 |
| Fax | 901-748-5766 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $177.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $177.2M |