Bedell Frazier Investment Counseling, LLC. (Walnut Creek)

Name: Bedell Frazier Investment Counseling, LLC.
Address: Two Walnut Creek Center, Walnut Creek, CA, 94596
Telephone: 925-932-0344

Bedell Frazier Investment Counseling, LLC. is a large advisory firm based in Walnut Creek. It manages $300.8 million of regulatory assets for 1,073 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.

Bedell Frazier Investment Counseling provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bedell Frazier Investment Counseling: assets under management

The assets under management (AUM) of Bedell Frazier Investment Counseling, LLC. is $300.8 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $300.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $280.33 thousand each.

Bedell Frazier Investment Counseling has custody of $480 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bedell Frazier Investment Counseling, LLC. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Bedell Frazier Investment Counseling, LLC.

Judith Anne Bedell has been acting as President since 1 Apr 2000. Michael Gray Frazier joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Judith Anne Bedell	President	1 Apr 2000	50% - 75%	4374618
Michael Gray Frazier	Vice president	1 Jan 2004	25% - 50%	3206971
Judith Anne Bedell	Chief compliance officer	1 Jan 2006	50% - 75%	4374618

Based in Walnut Creek

The principal office where Bedell Frazier Investment Counseling, LLC. performs its advisory services is located at Two Walnut Creek Center, Walnut Creek, CA 94596, 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 925-932-0344 or by fax 925-932-8216. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.bedellinvest.com.