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Joshua James Frazier

FRAZIER FINANCIAL ADVISORS, LLC·COLUMBUS, Ohio
Unclaimed Profile
1690 WEST LANE AVENUE, COLUMBUS, OH 43221CRD# 5704259Firm CRD# 106649
01

About

Joshua James Frazier is a registered financial advisor based in COLUMBUS, Ohio, affiliated with FRAZIER FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FRAZIER FINANCIAL ADVISORS, LLC
FRAZIER FINANCIAL ADVISORS, LLC
AUM
$768M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at FRAZIER FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5704259
Firm CRD# 106649
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua James Frazier offer?
Joshua James Frazier specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Joshua James Frazier's credentials?
Joshua James Frazier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua James Frazier located?
Joshua James Frazier is based in COLUMBUS, Ohio, working with FRAZIER FINANCIAL ADVISORS, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Joshua James Frazier charge for services?
Joshua James Frazier's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRAZIER FINANCIAL ADVISORS, LLC?
FRAZIER FINANCIAL ADVISORS, LLC has approximately 16 employees and manages $768M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COLUMBUS
Randall Thomas Gerber — GERBER, LLCMax Theisen Larsen — FUTURE FINANCES INCMichael Clark Butler — NCT FUND MANAGEMENT, LLCStanley Ray Edgell — STRATEGIC PLANNING, INC.Steven Dale Cox — ROMANS 1 ADVISORS LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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