Bedell Investment Counselling LLC (Walnut Creek)


Bedell Investment Counselling LLC is a large advisory firm based in Walnut Creek. It manages $300.8 million of regulatory assets for 1,073 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Bedell Investment Counselling provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bedell Investment Counselling: assets under management

The assets under management (AUM) of Bedell Investment Counselling LLC is $300.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 123% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $300.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $280.33 thousand each.
Bedell Investment Counselling has custody of $480 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bedell Investment Counselling LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bedell Investment Counselling LLC

Judith Anne Bedell has been acting as President since 1 Apr 2000. Monica Lacole Marshall joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Peter Brock Frazier Senior vice president 1 Apr 1999 Other 213345
Judith Anne Bedell President 1 Apr 2000 75% - 100% 4374618
Russell Gavin Silberstein Director of research 1 Apr 2000 Other 4374792
Michael Gray Frazier Vice president 1 Jan 2004 Other 3206971
Monica Lacole Marshall Chief compliance officer 1 Jan 2005 Other 1543354
Judith Anne Bedell Chief compliance officer 1 Jan 2006 75% - 100% 4374618

Based in Walnut Creek

The principal office where Bedell Investment Counselling LLC performs its advisory services is located at Two Walnut Creek Center, Walnut Creek, CA 94596, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-932-0344 or by fax 925-932-8216. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.bedellinvest.com.