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FRAZEE INVESTMENT CONSULTING, INC.
CRD 123662 · SEC 801-115275
5350 POPLAR AVENUE, SUITE 730, MEMPHIS, TN, 38119, United States
Phone
901-779-3940
Fax
901-748-5766
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$195.5M
Discretionary AUM
$195.5M
Team
3 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; A PERCENTAGE OF ASSETS UNDER SUPERVISION
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)COMPREHENSIVE ASSET REPORTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $26.3M |
| High net worth individuals | 51 | $160.4M |
States served
MS, TN, TX
All web addresses on file
Official SEC filing: View on IAPD