Bedell Frazier Investment Counselling

Trust Score 96%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Bedell Frazier Investment Counselling, federally registered in 2000, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 6 advisors. Bedell Frazier Investment Counselling manages $452.5 million and provides investment advisory services for 430 clients (1:72 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,052,325
Hybrid Advisor No
Disciplinary History No
Total AUM $452.5 million
Advisor / Client Ratio 1:72
Headquarters Walnut Creek, CA
SEC Filings Forms and Brochures    (CRD # 107326)
State(s) Registered AZ, CA, CO, FL, HI, LA, NV, NY, OR, TX, WA

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