CRD: 123662
Frazee Investment Consulting, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-27-2013
- Office Locations
- 1
Office Locations
About Frazee Investment Consulting, Inc.
Frazee Investment Consulting, Inc. is a Memphis, TN–based RIA serving retail and institutional clients. The firm provides discretionary portfolio management plus financial planning, portfolio construction, insurance, and retirement plan support, investing primarily through public funds with exposure to fixed income (including municipal bonds) and ETFs. Assets are custodied at Charles Schwab.
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Client Personas
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Owner & Executives
ROBERT WILLIAM FRAZEE
President, Principal
- CRD
- #6175759
- Ownership
- 50% but less than 75%
MARK ALLEN SORGENFREI JR.
Principal, Secretary, VICE PRESIDENT
- CRD
- #4748351
- Ownership
- 25% but less than 50%
Alpha timber
Zenith legacy
- CRD
- #42772
- Ownership
- 36.5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $195,541,442 | $639,024 |
| Non-Discretionary | $0 | -- |
| Total | $195,541,442 | $639,024 |
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Separately Managed Accounts
Total SMA Asset: $195,541,442
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,594,221,284 | 29.9% |
| Municipal Bonds | $1,407,606,752 | 26.4% |
| Equity - Exchange | $762,453,658 | 14.3% |
| Cash | $1,178,337,471 | 22.1% |
| U.S. Government/Agency | $389,224,594 | 7.3% |
| Total | $5,331,843,759 | 100.0% |