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BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
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BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
(CRD# 107326)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Walnut Creek, CA.
The SEC approved the firm to operate as an RIA in
Feb 2000.
In
Aug 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$503.0 Million,
and has discretion over
100%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
1%
.
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BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
also reported in
Aug 2018:
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9
employees,
with
5
performing advisory functions.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. has no disclosure events reported to the SEC at this time.
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BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. has Notice Filings with the following State Securities Authorities:
AZ-May 2016, CA-Mar 2006, CO-May 2016, FL-Aug 2017, HI-Aug 2014
, LA-Mar 2018, NV-Mar 2012, NY-Feb 2016, OR-Aug 2017, TX-Oct 2012
, WA-Feb 2017
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The information presented above was gleaned from the SEC
website and is believed to be accurate.
FindingFraud.org is presenting this data for
informational purposes only and assumes no
responsibility for errors or omissions. Please
note that we are aware of many instances where RIAs
provided erroneous data to the SEC. Feel Free to
contact FindingFraud.org with questions or concerns.
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