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).

Current Firm Details
200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596
https://www.linkedin.com/company/bedell-investment-counseling/
By the Numbers
  • Total Assets Under Management
    722
    MILLION
  • Total Number of Accounts
    1,749
    ACCOUNTS
  • Average Account Value
    $413,002
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, NJ, NV, NY, OR, PA, TX, VA, WA

Financial Advisors at Bedell Frazier Investment Counselling, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Justin Amit, financial advisor Walnut Creek CA
Justin Amit
CRD#: 6209132
200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

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.

2
Barbara Collins, financial advisor Auburn CA
Barbara A. Collins
CRD#: 1113888
Auburn, CA

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.

3
Michael Frazier, financial advisor Walnut Creek CA
Michael G. Frazier
CRD#: 3206971
200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

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.

4
Michael Harris, financial advisor Walnut Creek CA
Michael A. Harris
CRD#: 6269192
200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

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.

5
Thomas Howard, financial advisor Walnut Creek CA
Thomas A. Howard
CRD#: 4450952
200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

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.

6
Deborah Mitchell, financial advisor Walnut Creek CA
Deborah N. Mitchell
CRD#: 5941033
200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

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.

7
Meredith Rosen, financial advisor Walnut Creek CA
Meredith M. Rosen
CRD#: 6193153
200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

Meredith Rosen (CRD# 6193153) 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.

8
Richard Welty, financial advisor Walnut Creek CA
Richard S. Welty
CRD#: 4410841
200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

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.

9
John Chang, financial advisor Walnut Creek CA
John Chang
CRD#: 4313991
200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

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.

10
Cameron Jamison, financial advisor Walnut Creek CA
Cameron A. Jamison
CRD#: 7450146
200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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