CRD: 300121
Fraser Asset Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-12-2019
- Office Locations
- 1
Office Locations
About Fraser Asset Management
Fraser Asset Management is a Las Vegas-based, founder-led RIA providing asset management and financial/wealth planning, including portfolio construction and charitable giving, for retail clients. Portfolios emphasize ETFs with asset allocation and risk management, complemented by fixed income and mutual funds. Custody includes Charles Schwab. The firm highlights a multigenerational investing legacy tied to the Fraser family's global yachting roots.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 7 clients, or 7 clients per representative. That equates to $519.7K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Fraser Asset Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DIANE BOOTH TUNTLAND
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Founder, PRINCIPAL
- CRD
- #7060069
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,637,884 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,637,884 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Fraser Asset Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.