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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.