MORRISON & FRAZIER, LLC
Total AUM
$147.2M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3658 MT. DIABLO BOULEVARD
SUITE 215
LAFAYETTE
CA 94549
USA
SUITE 215
LAFAYETTE
CA 94549
USA
Operating Hours
7:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
925-283-1500
Financials
Total AUM
$147.2M
Accounts
103Discretionary
$147.2M
Accounts
103Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAMT
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.