Berkeley Inc

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Assets, Funds, Holdings

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Berkeley Inc
CRD #117667
SEC #801-62959
CIK #
AUM $327.4 MM (2024-01-31)
Employees 5 (60% Investors, 0% Brokers)
Phone208-853-6980
Address3778 Plantation River Drive
Boise, ID 83703
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
3502802101407002004201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 74 32.3
(b) Individuals (high net worth individuals) 133 279.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 3.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 4 7.5
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 4 5.4
(n) Other 0 0.0
Total 752 327.4
By Discretionary
Discretionary 747 325.2
Non-Discretionary 5 2.2
Total 752 327.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 327.4
Total 752 327.4
Comparable Firms State AUM ($BB)
Miller Financial Services LLC
MI 0.3
Flourish Wealth Management Inc
MN 0.3
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CA 0.3
Eastover Investment Advisors LLC
NC 0.3
Branson Fowlkes & Co Inc
TX 0.3
Genesee Capital Advisors LLC
NY 0.3
Abel Hall LLC
LA 0.3
Anderson & Anderson Advisory LLC
WA 0.3
Plan A Wealth LLC
NE 0.3
Ferguson Shapiro LLC
GA 0.3
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