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FRAZEE INVESTMENT CONSULTING, INC.

dba FRAZEE INVESTMENT CONSULTING, INC. · CRD 123662 · Registered Investment Adviser

FRAZEE INVESTMENT CONSULTING, INC. is a Registered Investment Adviser headquartered in MEMPHIS, TN. The firm reports $195,541,442 in regulatory assets under management across 306 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$195,541,442
Non-discretionary$0
Total RAUM$195,541,442
Accounts306

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 123662. adviserinfo.sec.gov/firm/summary/123662.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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