F
$3.2M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-22-2015
- Office Locations
- 1
Office Locations
-- Burnsville MN
About Frazer BAY Investments L. L. C.
Frazer BAY Investments L. L. C. is a Burnsville-based RIA. The firm has been operating for 11 years. Managing $3.2M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
57 AVG AGE
$3.2M AVG AUM / ADVISOR
$319.0K AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
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Accredited Investors
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES LEE KEELIN
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2225874
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,189,552 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,189,552 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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