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Bedell Frazier Investment Counselling Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Bedell Frazier Investment Counselling operates as an independent investment advisory firm registered with the SEC, based in Walnut Creek, California. Established in 1975, it focuses on creating and actively managing customized portfolios aligned with each client's objectives. The firm emphasizes a fiduciary duty to act in its clients' best interests and adopts a holistic approach to formulating and maintaining a financial plan for life's needs.

Its services target individuals seeking tailored asset management rather than generic guidance, offering ongoing portfolio oversight and financial planning. Positioned as an independent alternative within the financial services industry, it prioritizes client needs and a road-mapped approach to wealth management. More information can be found on its website at bedellfrazier.com.

Find Bedell Frazier Investment Counselling employees' phone numbers or email addresses

Bedell Frazier Investment Counselling Global Highlights

Location
Employees

North America
24

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  • United States Of America
    24

Bedell Frazier Investment Counselling's Leadership

  • Business Owner, Notary at Bedell Frazier Investment Counselling
    A. R.
    Business Owner, Notary
    Mobile Phone
  • Director Of Research And Trading, Portfolio Manager at Bedell Frazier Investment Counselling
    K. L.
    Director Of Research And Trading, Portfolio Manager
    Mobile Phone
  • Portfolio Manager at Bedell Frazier Investment Counselling
    C. H.
    Portfolio Manager
    Mobile Phone
  • Senior Operations Manager at Bedell Frazier Investment Counselling
    M. A.
    Senior Operations Manager
    Mobile Phone
  • Administrator at Bedell Frazier Investment Counselling
    M. S.
    Administrator
    Mobile Phone
  • Chartered Retirement Planning Counselor at Bedell Frazier Investment Counselling
    N. T.
    Chartered Retirement Planning Counselor
    Mobile Phone
  • Administrator at Bedell Frazier Investment Counselling
    S. M.
    Administrator
    Mobile Phone
  • Portfolio Administrator at Bedell Frazier Investment Counselling
    A. I.
    Portfolio Administrator
    Mobile Phone

Bedell Frazier Investment Counselling Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Other
  • Consultant

Contact profiles from Bedell Frazier Investment Counselling

Name
Title
Contact
Location
Last Update
  • Business Owner, Notary at Bedell Frazier Investment Counselling
    A. R.
    Business Owner, Notary
    Mobile Phone
    Oct 16, 2024
  • Director Of Research And Trading, Portfolio Manager at Bedell Frazier Investment Counselling
    K. L.
    Director Of Research And Trading, Portfolio Manager
    Mobile Phone
    Oct 22, 2024
  • Portfolio Manager at Bedell Frazier Investment Counselling
    C. H.
    Portfolio Manager
    Mobile Phone
    Oct 23, 2024
  • Senior Operations Manager at Bedell Frazier Investment Counselling
    M. A.
    Senior Operations Manager
    Mobile Phone
    Oct 18, 2024
  • Administrator at Bedell Frazier Investment Counselling
    M. S.
    Administrator
    Mobile Phone
    Oct 17, 2024
  • Chartered Retirement Planning Counselor at Bedell Frazier Investment Counselling
    N. T.
    Chartered Retirement Planning Counselor
    Mobile Phone
    Oct 21, 2024
  • Administrator at Bedell Frazier Investment Counselling
    S. M.
    Administrator
    Mobile Phone
    Oct 22, 2024
  • Portfolio Administrator at Bedell Frazier Investment Counselling
    A. I.
    Portfolio Administrator
    Mobile Phone
    Sep 30, 2026

Frequently Asked Questions

What is Bedell Frazier Investment Counselling known for?

Minus sign iconPlus sign iconBedell Frazier Investment Counselling was founded in 1975 and operates in the Financial Services industry. You can contact Bedell Frazier Investment Counselling's main corporate office by phone at
+1-925-932-****
. Explore Bedell Frazier Investment Counselling's company overview page for more information.

What is Bedell Frazier Investment Counselling's most common email format?

Minus sign iconPlus sign iconBedell Frazier Investment Counselling employees' email format typically follows the pattern of First@bedellfrazier.com. Trying to find reliable and up-to-date employee contact data? Find more Bedell Frazier Investment Counselling email formats with LeadIQ.

How many employees does Bedell Frazier Investment Counselling have currently?

Minus sign iconPlus sign iconBedell Frazier Investment Counselling has approximately 9 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Bedell Frazier Investment Counselling's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Bedell Frazier Investment Counselling's key employees include:

  • Business Owner, Notary: A. R.
  • Director Of Research And Trading, Portfolio Manager: K. L.
  • Portfolio Manager: C. H.
  • Senior Operations Manager: M. A.
  • Administrator: M. S.

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