← Back to searchVisit website
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
CRD 107326 · SEC 801-57272
200 PRINGLE AVENUE, SUITE 555, WALNUT CREEK, CA, 94596, United States
Phone
925-932-0344
Fax
925-932-8216
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$872.2M
Discretionary AUM
$872.2M
Team
12 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 314 | $131.3M |
| High net worth individuals | 226 | $713.9M |
| Charitable organizations | 9 | $19.9M |
| Corporations/business entities | 7 | $7.1M |
States served
AZ, CA, CO, LA, NV, NJ, NY, NC, OR, PA, VA, WA, TX, FL
All web addresses on file
- https://www.linkedin.com/in/thomas-howard-certified-financial-planner-cfp%C2%AE-3838b86a
- HTTPS://WWW.BEDELLINVEST.COM
- HTTPS://WWW.FACEBOOK.COM/BEDELLFRAZIER/
- HTTP://WWW.BEDELLFRAZIER.COM
- HTTPS://TWITTER.COM/BEDELLFRAZIER
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCQLFDEYVASUJVXDKOQE1PVQ
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BEDELL-INVESTMENT-COUNSELING/
- https://www.roads2retirement.com
- https://open.spotify.com/show/0C6NfhdjufOb6a4lM8XlsT
- https://vimeo.com/user95149342
- https://www.youtube.com/channel/UCcrPNhQahd0kT7h5ORVMM5w
- https://www.facebook.com/michael.frazier.716
- https://www.linkedin.com/in/thomas-howard-certified-financial-planner-cfp%C2%AE-3838b86a
- https://www.facebook.com/people/Meredith-Millet-Rosen/1620360/
Official SEC filing: View on IAPD