Frazee Investment Consulting, Inc.

Frazee Investment Consulting, Inc. (CRD# 123662) is a financial advisory firm headquartered in Memphis, TN. They manage $164,591,993 in 290 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $567,559
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MS, NE, TN, TX

Financial Advisors at Frazee Investment Consulting, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Robert W. Frazee
CRD#: 6175759
5350 Poplar Avenue, Suite 730, Memphis, TN 38119

Robert Frazee (CRD# 6175759) is an Investment Advisor Representative working at Frazee Investment Consulting, Inc. in Memphis, TN and has 1 year of experience in the finance industry.

2
Mark A. Sorgenfrei
CRD#: 4748351
5350 Poplar Avenue, Suite 730, Memphis, TN 38119

Mark Sorgenfrei (CRD# 4748351) is an Investment Advisor Representative working at Frazee Investment Consulting, Inc. in Memphis, TN and has 1 year of experience in the finance industry.

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