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BERKELEY, INC
CRD 117667 · SEC 801-62959
3778 PLANTATION RIVER DRIVE, SUITE 102, BOISE, ID, 83703, United States
Phone
208-853-6980
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$573.9M
Discretionary AUM
$573.9M
Team
6 total employees; 3 advisory reps; 25 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $39.4M |
| High net worth individuals | 147 | $525.3M |
| Pension/profit sharing plans | 1 | $4.5M |
| Corporations/business entities | 4 | $4.7M |
States served
CA, ID, LA, OR, TX
All web addresses on file
Official SEC filing: View on IAPD