RIA IntelAdvisersMinnesotaFRAZER BAY INVESTMENTS L. L. C.

FRAZER BAY INVESTMENTS L. L. C.

Advisory

MN

Data as of Apr 30, 2025 · Source: SEC Form ADV

Average account
$319K
across 10 accounts
AUM per adviser
$3M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 30, 2025.

Total AUM
$3M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

KUSSKE FINANCIAL, INC.
BURNSVILLE, MN
$3M
CONNOLLY SR., STEPHEN W.
$3M
SABELA CONSULTING GROUP
LAKE ELMO, MN
$3M
PATRICK LLOYD BECKER
CALEDONIA, MN
$3M
-32.4% 1Y
COUNTERCULTURE WEALTH LLC
$3M
PAIRONE PRIVATE WEALTH LLC
LAKEVILLE, MN
$3M

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