CRD: 300121
Fraser Asset Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
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Owner & Executives
DIANE BOOTH TUNTLAND
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Founder, PRINCIPAL
- CRD
- #7060069
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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