Insights

Legacy and Growth Fraser Financial Group has a long-standing presence since 1911 with a broad geographic footprint across Southern California and Hawaii, indicating stability and potential for cross-sell to existing high-net-worth clients seeking diversified financial and insurance solutions.

High Revenue Profile With reported revenue in the 50 to 100 million range and a workforce of 51-200, the firm represents a mid-market opportunity for scaled partnerships in retirement planning, estate planning, and advanced insurance products.

Strategic Leadership Recent leadership appointment of a president in 2021 signals a clear strategic vision and potential openness to new initiatives, partnerships, and technology-enabled advisory enhancements that can be leveraged for co-marketing and joint offerings.

Tech Enablement Adoption of modern tech stack elements such as AWS, Hotjar, Google Tag Manager, Cloudflare, and analytics tools suggests readiness for digital marketing collaborations, data-driven prospecting, and scalable client engagement programs.

Affinity and Scale Affiliation with MassMutual and a broad advisor network positions Fraser Financial Group to target cross-sell opportunities across insurance, retirement, education funding, and estate planning, while leveraging lead generation and branding support for growth initiatives.

Similar companies to Fraser Financial Group

Fraser Financial Group Tech Stack

Fraser Financial Group uses 8 technology products and services including Hotjar, Amazon Web Services, Section.io, and more. Explore Fraser Financial Group's tech stack below.

Hotjar
Analytics
Amazon Web Services
Cloud Hosting
Section.io
Content Delivery Network
Cloudflare CDN
Content Delivery Network
Cloudflare
Content Management System
Google Fonts API
Font Scripts
UPS
Logistics
Google Tag Manager
Tag Management

Media & News

Fraserfinancialgroup hired Karlitz as president on Aug 1st '21.
In a strategic move solidifying a commitment to continuity, Karlitz joined Fraser Financial Group as the president in August 2021 and developed his vision for the future: "Our advisors are experts in their field and are deeply committed to understanding each client's unique financial goals.
Oct 03, 2023 | www.prnewswire.com

Fraser Financial Group's Email Address Formats

Fraser Financial Group uses at least 2 format(s):

Fraser Financial Group Email Formats	Example	Percentage
FLast@financialguide.com	JDoe@financialguide.com	81%
FirstLast@financialguide.com	JohnDoe@financialguide.com	14%
LastFirst@financialguide.com	DoeJohn@financialguide.com	4%
LFirst@financialguide.com	DJohn@financialguide.com	1%

Frequently Asked Questions

What is Fraser Financial Group's phone number?

You can contact Fraser Financial Group's main corporate office by phone at

+1-323-333-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Fraser Financial Group's official website and social media links?

Fraser Financial Group's official website is fraserfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Fraser Financial Group generate?

As of July 2026, Fraser Financial Group's annual revenue is estimated to be $50M - $100M.

What is Fraser Financial Group's NAICS code?

Fraser Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Fraser Financial Group have currently?

As of July 2026, Fraser Financial Group has approximately 55 employees across 2 continents, including North AmericaEurope. Key team members include Managing Director: L. H.Insurance Agent: N. A.Financial Advisor: C. J.. Explore Fraser Financial Group's employee directory with LeadIQ.

What industry does Fraser Financial Group belong to?

Fraser Financial Group operates in the Financial Services industry.

What technology does Fraser Financial Group use?

Fraser Financial Group's tech stack includes HotjarAmazon Web ServicesSection.ioCloudflare CDNCloudflareGoogle Fonts APIUPSGoogle Tag Manager.

What is Fraser Financial Group's email format?

Fraser Financial Group's email format typically follows the pattern of FLast@financialguide.com. Find more Fraser Financial Group email formats with LeadIQ.

When was Fraser Financial Group founded?

Fraser Financial Group was founded in 1911.

Fraser Financial Group

Q: How many employees does Fraser Financial Group have currently?

Fraser Financial Group has approximately 55 employees.

Q: What technology does Fraser Financial Group use?

Fraser Financial Group's tech stack includes Hotjar, Google Fonts API, jQuery UI, HSTS, Cloudflare.

Q: What is Fraser Financial Group's NAICS code?

Fraser Financial Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States51-200 Employees

Fraser Financial Group operates in the financial services sector, delivering customized financial strategies built around a broad array of insurance and related products. It helps clients pursue objectives such as funding a child’s education, securing retirement, and establishing a legacy. Serving individuals, families, estates, corporations, and groups, the firm relies on a network of financial professionals to tailor guidance after a thorough understanding of each client’s goals.

Based in Beverly Hills, California, Fraser Financial Group maintains additional offices across Southern California and Hawaii. Its origins trace back to 1911 when it began as MassMutual's Los Angeles agency, reflecting a long-standing presence in the regional financial services landscape. In 2021, Fraser Financial Group appointed Karlitz as president.