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John Patrick Vanderheyden

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.·WALNUT CREEK, California
Clean recordBEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
TWO WALNUT CREEK CENTER, WALNUT CREEK, CA 94596CRD# 2235802Firm CRD# 107326

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Patrick Vanderheyden · WALNUT CREEK, CA
Registration
CRD #2235802 · BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Patrick Vanderheyden is a registered financial advisor based in WALNUT CREEK, California, affiliated with BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
AUM
$722M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2235802
Firm CRD# 107326
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Patrick Vanderheyden offer?
John Patrick Vanderheyden specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.
What are John Patrick Vanderheyden's credentials?
John Patrick Vanderheyden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Patrick Vanderheyden located?
John Patrick Vanderheyden is based in WALNUT CREEK, California, working with BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does John Patrick Vanderheyden charge for services?
John Patrick Vanderheyden's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.?
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. has approximately 13 employees and manages $722M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Judith Anne Bedell
WALNUT CREEK, CA
Michael Gray Frazier
WALNUT CREEK, CA
Meredith Miriam Rosen
WALNUT CREEK, CA
Michael Alan Harris
WALNUT CREEK, CA

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Research
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