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Building 2BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Map pinWALNUT CREEK, CA
Phone925-932-0344
NotebookSEC #801-57272
Total AUM
$872.2M
Employees
12
Clients
556

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 PRINGLE AVENUE
SUITE 555
WALNUT CREEK
CA 94596
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
925-932-0344

ReceiptFinancials

Total AUM
$872.2M
Accounts
1,918
Discretionary
$872.2M
Accounts
1,918
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
314
AUM
$131.3M
HNW Individual Clients
226
AUM
$713.9M
Charitable Organization Clients
9
AUM
$19.9M
Corporation or Business Clients
7
AUM
$7.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLANCNJNVNYORPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 28 business affiliates.
Claimed Affiliates
Reported as an affiliate by 19 other businesses.

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