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Building 2FRAZIER FINANCIAL CONSULTANTS, LLC

Map pinCHAPEL HILL, NC
Phone919-929-6940
NotebookSEC #801-108521
Total AUM
$196M
Employees
3
Clients
89

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
109 CONNER DRIVE
SUITE 205
CHAPEL HILL
NC 27514
United States
Operating Hours
BY APPOINTMENTS
Monday - Friday
Phone
919-929-6940
Other Offices
1

ReceiptFinancials

Total AUM
$196M
Accounts
323
Discretionary
$196M
Accounts
323
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
31
AUM
$13.5M
HNW Individual Clients
56
AUM
$180.5M
Charitable Organization Clients
2
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNY

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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