CRD: 312434
Frazier Wealth Management
$1.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · E*TRADE · Etrade · LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-02-2021
- Office Locations
- 1
Office Locations
2937 Route 611 Suite 15C Tannersville PA
About Frazier Wealth Management
Frazier Wealth Management is a Pennsylvania-registered RIA providing customized, high-touch financial planning and personalized consultations for individuals and families, including retirement and education goal planning. The firm focuses on portfolio construction and asset allocation, using ETFs and fixed income as core building blocks, and can custody client assets through Charles Schwab.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
$356.0K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RON L FRAZIER
President, Vice President
- CRD
- #4369966
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,068,000 | -- |
| Total | $1,068,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing