Frazee Investment Consulting, Inc.

Frazee Investment Consulting, Inc. (CRD# 123662) is a financial advisory firm headquartered in Memphis, TN. They manage $108,217,789 in 203 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $533,093
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MS, TN, TX

Financial Advisors at Frazee Investment Consulting, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Robert W. Frazee
CRD#: 6175759
5350 Poplar Avenue, Suite 730, Memphis, TN 38119
90
Wealthminder
score

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
90
Wealthminder
score

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. Mark Sorgenfrei has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William A. Frazee
CRD#: 4601198
5350 Poplar Avenue, Suite 730, Memphis, TN 38119
87
Wealthminder
score

William Frazee (CRD# 4601198) 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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