MORRISON & FRAZIER, LLC
CRD #118438 SEC #801-63125 LAFAYETTE, CA 925-283-1500
SEC Registered
Total AUM
$147.2M
Discretionary
$147.2M
Employees
5
Clients
--
Accounts
103
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GREEN, ROBERT, BIXBY | I | PARTNER | NA | Control |
| MORRISON, LAURIE, COCKBURN | I | MEMBER | D | Control |
| MORRISON, LAURIE, COCKBURN | I | MEMBER | D | Control |
| MORRISON, LAURIE, COCKBURN | I | MEMBER | D | Control |
| MORRISON, LAURIE, COCKBURN | I | MEMBER | D | Control |
| MORRISON, RICHARD, HOWARD | I | PRESIDENT/CCO | D | Control |
| MORRISON, RICHARD, HOWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MORRISON, RICHARD, HOWARD | I | PRESIDENT | D | Control |
| MORRISON, RICHARD, HOWARD | I | PRESIDENT | D | Control |
Registrations
Federal
IA
Mar 20, 2007 REGISTERED
Notice Filings (2)
CA MT
Address
3658 MT. DIABLO BOULEVARDSUITE 215
LAFAYETTE, CA 94549
USA
Phone: 925-283-1500