FRAZIER WEALTH MANAGEMENT
Firm details
- Headquarters
- TANNERSVILLE, Pennsylvania
- CRD number
- 312434
- Custodians
- E*TRADE SECURITIES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Frazier Wealth Management operates as a limited liability company and focuses on providing financial planning services and portfolio management specifically for individuals and small businesses. The firm is owned by an individual and does not classify itself as a capital allocator. While it does not actively pursue ESG investments, it maintains a straightforward approach to wealth management, emphasizing personalized service tailored to the needs of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities30%
- Investment Grade Corp Bonds30%
- US Government Bonds20%
- Cash & Cash Equivalents20%
Contacts
1 of 1RON FRAZIER
Wealth AdvisorCRD 4369966
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TANNERSVILLE, PA
MONROE
Location
TANNERSVILLE, PA
Headquartered in TANNERSVILLE, PA, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MONROE
- Address
- 2937 Route 611
- Time zone
- ET (UTC-5)
- Office locations
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