BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
Firm details
- Headquarters
- WALNUT CREEK, California
- CRD number
- 107326
- Registered since
- February 18, 2000
- Website
- bedellfrazier.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.85%
- Individuals15.05%
- Charitable Organizations2.28%
- Corporations / Businesses0.82%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Bedell Frazier Investment Counselling, LLC is an SEC-registered investment adviser organized as an LLC and operating under an asset-based fee model since 2000. The firm focuses on discretionary portfolio management for individuals, families, small businesses and institutional clients, and also provides pension consulting services. It reports affiliations with a broker-dealer, a trust company, an insurance company and other investment adviser entities. The firm is not an active ESG investor and is not designated as a multi-state adviser in the provided filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- US Government Bonds15%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds3%
Owners & executives
1 of 1MICHAEL FRAZIER
President, CEOCRD 3206971
Contacts
3 of 16John Mooser
Associate AdvisorCRD 7950912
JASON MARTIN
Director of Retirement PlansCRD 4567691
LAWRENCE HANSEN
Sr. Wealth AdvisorCRD 2222839
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$161M in ETFs
84%
$135M
16%
$26.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $27.9M | 64,755 | 17.27% |
Location
WALNUT CREEK, CA
CONTRA COSTA
Location
WALNUT CREEK, CA
Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 200 Pringle Ave
- Time zone
- PT (UTC-8)
- Office locations
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