BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

200 Pringle Avenue
Suite 555
Walnut Creek, California 94596
Tel: 925-932-0344

About BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC, formally registered with the SEC as BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. The firm was established in 02/18/2000. They have over 1 offices throughout the country.

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. is a Walnut Creek, California based Financial Planning firm with nearly $722,341,026 assets under management, offering retirement planning & investment advisory services to 1749 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107326
SEC#	801-57272
Assets Managed by Firm	$722,341,026
No. of Clients	1749
No. of Advisors	13

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1749	$722,341,026
Individuals (other than high net worth individuals)	228	$73,406,915
High net worth individuals	275	$627,272,042
Pension and profit sharing plans	1	$921,356
Charitable organizations	7	$16,078,885
Corporations or other businesses	3	$4,661,828

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