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| Berkeley Advisors Inc
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|
|---|---|
| CRD # | 134455 |
| SEC # | 801-131712 |
| CIK # | |
| AUM | $104.0 M (2025-01-17) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 404-580-9560 |
| Address | 9 Lenox Pointe, Ne, Suite B Atlanta, GA 30324-7412 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 19.1 |
| (b) Individuals (high net worth individuals) | 37 | 84.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 299 | 104.0 |
| By Discretionary | ||
| Discretionary | 299 | 104.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 299 | 104.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.0 | |
| Total | 299 | 104.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
NGP Financial Planning LLC
✚
|
0.1 | |
|
Lord and Richards Wealth Management LLC
✚
|
CO | 0.1 |
|
K R Financial LLC
✚
|
0.1 | |
|
Summit Planning Group Inc
✚
|
NY | 0.1 |
|
Jbglobalcom LLC
✚
|
NY | 0.1 |
|
Boston Asset Management Inc
✚
|
FL | 0.1 |
|
Greystone Financial & Estate Services Inc
✚
|
WA | 0.1 |
|
Petrie Capital Management LLC
✚
|
WA | 0.1 |
|
Geremia Financial Services LLC
✚
|
NJ | 0.1 |
|
International Management Advisors Ltd
✚
|
0.1 |