FRAZIER GROUP MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LEHI, Utah
CRD number
327081
Registered since
November 21, 2024

Firm profile

FINTRX

Overview

Frazier Group Management, LLC is organized as a limited liability company and is registered as an investment adviser with the SEC in 2024. The firm functions primarily as a sponsor and general partner, serving as managing member of pooled investment vehicles rather than operating as a traditional wealth manager with retail advisory accounts. It is classified as unclassified on regulator records, lists its owner type as a domestic entity/individual, and is not identified as a capital allocator. The firm is not an active ESG investor, does not operate as a multi-state adviser, and does not act as a pension consultant. Its recorded business activities emphasize fund sponsorship and GP responsibilities, indicating an operating model focused on forming, managing and deploying capital through privately offered pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Colter Conway

    Chief Financial OfficerCRD 8012866

Contacts

3 of 4
  • Kendall Frazier

    PartnerCRD 8007756

  • Liviu Gheciu

    PartnerCRD 7213017

  • SCOTT FRAZIER

    Managing DirectorCRD 6340219

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LEHI, UT

UTAH

Location

LEHI, UT

Headquartered in LEHI, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
UTAH
Address
3333 N Digital Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth