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Patrick Heron

FRAZIER MANAGEMENT, L.L.C.·SEATTLE, Washington
Clean recordFRAZIER MANAGEMENT, L.L.C.
601 UNION STREET, SEATTLE, WA 98101CRD# 6318150Firm CRD# 157324

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Heron · SEATTLE, WA
Registration
CRD #6318150 · FRAZIER MANAGEMENT, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Heron is a registered financial advisor based in SEATTLE, Washington, affiliated with FRAZIER MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
FRAZIER MANAGEMENT, L.L.C.
FRAZIER HEALTHCARE PARTNERS
AUM
$5.2B
Regulatory assets under management
Employees
78
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6318150
Firm CRD# 157324
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05

Frequently Asked Questions

What services does Patrick Heron offer?
Patrick Heron specializes in Retirement Planning. Contact their office in SEATTLE, Washington for a consultation.
What are Patrick Heron's credentials?
Patrick Heron is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Heron located?
Patrick Heron is based in SEATTLE, Washington, working with FRAZIER MANAGEMENT, L.L.C.. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Patrick Heron charge for services?
Patrick Heron's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRAZIER MANAGEMENT, L.L.C.?
FRAZIER MANAGEMENT, L.L.C. has approximately 78 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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