1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FRAZEE INVESTMENT CONSULTING, INC.

Map pinMEMPHIS, TN
Phone901-779-3940
NotebookSEC #801-115275
Total AUM
$195.5M
Employees
3
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5350 POPLAR AVENUE
SUITE 730
MEMPHIS
TN 38119
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
901-779-3940

ReceiptFinancials

Total AUM
$195.5M
Accounts
306
Discretionary
$195.5M
Accounts
306
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
59
AUM
$26.3M
HNW Individual Clients
51
AUM
$160.4M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M
Charitable Organization Clients
1
AUM
$7.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
COMPREHENSIVE ASSET REPORTING SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS UNDER SUPERVISION

Shield checkCompliance

Disclosures

None reported

State Registrations
MSTNTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account