Morrison & Frazier, LLC (Lafayette)

Name: Morrison & Frazier, LLC
Address: 3658 Mt. Diablo Boulevard, Lafayette, CA, 94549
Telephone: 925-283-1500

Morrison & Frazier, LLC is a large advisory firm based in Lafayette. It manages $147.23 million of regulatory assets for 103 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and Montana.

Morrison & Frazier provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Morrison & Frazier: assets under management

The assets under management (AUM) of Morrison & Frazier, LLC is $147.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $147.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.43 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Morrison & Frazier, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Morrison & Frazier, LLC

Richard Howard Morrison has been acting as President since 1 Dec 1995. Robert Bixby Green joined the executive team most recently as the Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Howard Morrison	President	1 Dec 1995	50% - 75%	340796
Laurie Cockburn Morrison	Member	1 Dec 1995	50% - 75%	4486569
Robert Bixby Green	Partner	1 Nov 2001	Other	2582158

Based in Lafayette

The principal office where Morrison & Frazier, LLC performs its advisory services is located at 3658 Mt. Diablo Boulevard, Lafayette, CA 94549, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-283-1500 or by fax 925-283-1502. The normal business hours are 7:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.morrisonfrazier.com.