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Building 2FRAZIER FINANCIAL ADVISORS, LLC

Map pinCOLUMBUS, OH
Phone614-793-8297
NotebookSEC #801-50432
Total AUM
$1.2B
Employees
20
Clients
733

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1690 WEST LANE AVENUE
SUITE 280
COLUMBUS
OH 43221
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
614-793-8297

ReceiptFinancials

Total AUM
$1.2B
Accounts
4,115
Discretionary
$1.1B
Accounts
3,932
Non-Discretionary
$76.5M
Accounts
183

ContactClients

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Individual Clients
424
AUM
$171.3M
HNW Individual Clients
300
AUM
$922.3M
Banking Clients
1
AUM
$103.6K
Pension/Profit Sharing Plan Clients
6
AUM
$22.1M
Corporation or Business Clients
1
AUM
$83.6K
Other Clients
1
AUM
$42.6M
Description of Other Clients
TAX-EXEMPT 501C4

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILINLAMENCNHOHPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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