Bedell Frazier Investment Counselling, LLC
Bedell Frazier Investment Counselling, LLC (CRD# 107326) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $722,341,026 in 1,749 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management722MILLION
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Total Number of Accounts1,749ACCOUNTS
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Average Account Value$413,002
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, LA, NJ, NV, NY, OR, PA, TX, VA, WA
Justin Amit (CRD# 6209132) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 10 years of experience in the finance industry.
Barbara Collins (CRD# 1113888) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Auburn, CA and has over 22 years of experience in the finance industry.
Michael Frazier (CRD# 3206971) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 11 years of experience in the finance industry.
Michael Harris (CRD# 6269192) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 10 years of experience in the finance industry.
Thomas Howard (CRD# 4450952) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 22 years of experience in the finance industry.
Deborah Mitchell (CRD# 5941033) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has 1 year of experience in the finance industry.
Meredith Rosen (CRD# 6193153) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 11 years of experience in the finance industry.
Richard Welty (CRD# 4410841) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has 1 year of experience in the finance industry.
John Chang (CRD# 4313991) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 23 years of experience in the finance industry.
Cameron Jamison (CRD# 7450146) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has 1 year of experience in the finance industry.