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Building 2MORRISON & FRAZIER, LLC

Map pinLAFAYETTE, CA
Phone925-283-1500
NotebookSEC #801-63125
Total AUM
$147.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3658 MT. DIABLO BOULEVARD
SUITE 215
LAFAYETTE
CA 94549
USA
Operating Hours
7:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
925-283-1500

ReceiptFinancials

Total AUM
$147.2M
Accounts
103
Discretionary
$147.2M
Accounts
103
Non-Discretionary
$0
Accounts
0

ContactClients

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Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMT

HandshakeAffiliates

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

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