BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

WALNUT CREEK, California·5 registered advisors·CRD# 107326

SEC# 801-572720925-932-0344

01

Firm Overview

AUM

$722M

Regulatory assets under management

Employees

13

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Wealth Management Fee-Only Advisory

04

Advisors at BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

5 registered advisors

John Patrick Vanderheyden

WALNUT CREEK, California

Judith Anne Bedell

WALNUT CREEK, California

Meredith Miriam Rosen

WALNUT CREEK, California

Michael Alan Harris

WALNUT CREEK, California

Michael Gray Frazier

WALNUT CREEK, California

05

Office Locations

WALNUT CREEK, California

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Data sourced from SEC Form ADV filings. BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. (CRD# 107326) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.