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BERKELEY INVESTMENT ADVISORS
CRD 121223
315 MONTGOMERY STREET, SUITE 900, SAN FRANCISCO, CA, 94104, United States
Phone
415-831-9999
Fax
415-901-4889
Registration
— (—)
Source
State registered
Total AUM
$25.3M
Discretionary AUM
$25.3M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $3.7M |
| High net worth individuals | 13 | $21.5M |
All web addresses on file
Official SEC filing: View on IAPD