Frazee Investment Consulting, Inc.
Frazee Investment Consulting, Inc. is an SEC-registered wealth manager in Memphis, TN with $195.5M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Frazee Investment Consulting, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123662, SEC 801-115275, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $195.5M (2026-02-25)
- Firm type
- Wealth Manager
- Location
- Memphis, TN
- Employees
- 3
- Clients
- 110
- CRD
- 123662
- Ownership
- FRAZEE, ROBERT, WILLIAM; SORGENFREI, MARK, ALLEN; POORE, MEREDITH, MANSELL HUGHES
How much AUM does Frazee Investment Consulting, Inc. have?
Frazee Investment Consulting, Inc. reported $195.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Frazee Investment Consulting, Inc.?
Disclosed owners and executives of Frazee Investment Consulting, Inc. include FRAZEE, ROBERT, WILLIAM, SORGENFREI, MARK, ALLEN, POORE, MEREDITH, MANSELL HUGHES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.