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Frazier Investment Management, LLC

Company Details

Name: Frazier Investment Management, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 19 Jan 2018 (7 years ago)
Identification Number: 001680643
ZIP code: 02879
County: Washington County
Principal Address: 10 HIGH ST. SUITE J SUITE J, WAKEFIELD, RI, 02879, USA
Mailing Address: 10 HIGH ST. SUITE J, WAKEFIELD, RI, 02879, USA
Purpose: FINANCIAL ADVICE AND PORTFOLIO MANAGEMENT.

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Agent

Name Role Address
STEVEN FRAZIER Agent 10 HIGH STREET SUITE J, WAKEFIELD, RI, 02879, USA

Filings

Number Name File Date
202458188240 Annual Report 2024-07-19
202456218020 Revocation Notice For Failure to File An Annual Report 2024-06-18
202339136850 Annual Report 2023-07-07
202337067570 Revocation Notice For Failure to File An Annual Report 2023-06-16
202221560260 Annual Report 2022-07-22
202218939170 Revocation Notice For Failure to File An Annual Report 2022-06-22
202207600380 Annual Report 2022-01-03
202105978860 Revocation Notice For Failure to File An Annual Report 2021-12-03
202195959420 Annual Report 2021-04-26
202194086000 Revocation Notice For Failure to File An Annual Report 2021-03-16

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7876227204 2020-04-28 0165 PPP 10 HIGH ST, WAKEFIELD, RI, 02879-3176
Loan Status Date 2021-05-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 18539
Loan Approval Amount (current) 18539
Undisbursed Amount 0
Franchise Name -
Lender Location ID 65777
Servicing Lender Name The Washington Trust Company of Westerly
Servicing Lender Address 23 Broad St, WESTERLY, RI, 02891-1879
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WAKEFIELD, WASHINGTON, RI, 02879-3176
Project Congressional District RI-02
Number of Employees 1
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 65777
Originating Lender Name The Washington Trust Company of Westerly
Originating Lender Address WESTERLY, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 18712.55
Forgiveness Paid Date 2021-04-12

Date of last update: 27 Oct 2024

Sources: Rhode Island Department of State