Falists
← Back to search

FRAZIER FINANCIAL ADVISORS, LLC

CRD 106649 · SEC 801-50432

Visit website

1690 WEST LANE AVENUE, SUITE 280, COLUMBUS, OH, 43221, United States

Phone

614-793-8297

Fax

614-793-8299

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.16B

Discretionary AUM

$1.08B

Team

20 total employees; 15 advisory reps; 1 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals424$171.3M
High net worth individuals300$922.3M
Banking/thrift institutions1$104K
Pension/profit sharing plans6$22.1M
Corporations/business entities1$84K

States served

AZ, CA, CO, IL, IN, KY, LA, ME, NC, OH, PA, SC, TN, VA, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD