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Frazier Financial Consultants, LLC

● SEC registered since 2016CRD 112897SEC# 801-108521Chapel Hill, NC
Export (members)
Reg. AUM
$184M
Employees
3
Accounts
315
Location
Chapel Hill, NC

Frazier Financial Consultants, LLC assets under management

Frazier Financial Consultants, LLC is an investment advisory firm registered with the SEC based in Chapel Hill, NC. The firm has been registered since 2016. It reports $184 million in regulatory assets under management and employs 3 people.

Frazier Financial Consultants, LLC owners & executives

2 reported
NameTitleOwnershipSince
Deborah Jane Frazier ControlChief Compliance OfficerUnder 5%1986
Richard Patrick Frazier ControlManaging Member / OwnerOver 75%2024

Frequently asked questions

How much does Frazier Financial Consultants, LLC manage?

Frazier Financial Consultants, LLC reports $184 million in regulatory assets under management on its Form ADV.

How many employees does Frazier Financial Consultants, LLC have?

Frazier Financial Consultants, LLC reports 3 employees.

Where is Frazier Financial Consultants, LLC located?

Frazier Financial Consultants, LLC is based in Chapel Hill, NC and has been SEC-registered since 2016.

Does Frazier Financial Consultants, LLC disclose fund performance?

Frazier Financial Consultants, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address109 Conner Drive, Suite 205, Chapel Hill, NC 27514
Phone919-929-6940
Office hoursBy Appointments
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$184M
Non-discretionary$0
Total (RAUM)$184M