Bedell Frazier Investment Counselling logo

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
23

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  • United States Of America
    23

Bedell Frazier Investment Counselling's Leadership

  • Stylized image of a person
    A. R.
    Business Owner, Notary
  • Stylized image of a person
    K. L.
    Director Of Research And Trading, Portfolio Manager
  • Stylized image of a person
    C. H.
    Portfolio Manager
  • Stylized image of a person
    M. A.
    Senior Operations Manager
  • Stylized image of a person
    M. S.
    Administrator
  • Stylized image of a person
    N. T.
    Chartered Retirement Planning Counselor
  • Stylized image of a person
    S. M.
    Administrator

Bedell Frazier Investment Counselling Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Consultant

Contact profiles from Bedell Frazier Investment Counselling

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. R.
    Business Owner, Notary
    Oct 16, 2024
  • Stylized image of a person
    K. L.
    Director Of Research And Trading, Portfolio Manager
    Oct 22, 2024
  • Stylized image of a person
    C. H.
    Portfolio Manager
    Oct 23, 2024
  • Stylized image of a person
    M. A.
    Senior Operations Manager
    Oct 18, 2024
  • Stylized image of a person
    M. S.
    Administrator
    Oct 17, 2024
  • Stylized image of a person
    N. T.
    Chartered Retirement Planning Counselor
    Oct 21, 2024
  • Stylized image of a person
    S. M.
    Administrator
    Oct 22, 2024

Frequently Asked Questions

What is Bedell Frazier Investment Counselling known for?

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Bedell Frazier Investment Counselling was founded in 1975 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Bedell Frazier Investment Counselling's company overview page for more information.

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

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Bedell Frazier Investment Counselling employees' email format typically follows the pattern of . 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?

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Bedell Frazier Investment Counselling has approximately 10 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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As of August 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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