BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Two Walnut Creek Center
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 $654,449,283 assets under management, offering retirement planning & investment advisory services to 1833 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107326
SEC#	801-57272
Assets Managed by Firm	$654,449,283
No. of Clients	1833
No. of Advisors	17

Fee Structure

A Percentage of AUM

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	1833	$654,449,283
Individuals (other than high net worth individuals)	251	$73,825,168
High net worth individuals	258	$563,376,602
Pension and profit sharing plans	1	$926,952
Charitable organizations	8	$12,589,833
Corporations or other businesses	2	$3,730,728

Inquire with BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

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