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Berkeley Inc
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CRD # | 117667 |
SEC # | 801-62959 |
CIK # | |
AUM | $327.4 MM (2024-01-31) |
Employees | 5 (60% Investors, 0% Brokers) |
Phone | 208-853-6980 |
Address | 3778 Plantation River Drive Boise, ID 83703 |
Source | [IAPD] [Website] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 74 | 32.3 |
(b) Individuals (high net worth individuals) | 133 | 279.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1 | 3.1 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 4 | 7.5 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 4 | 5.4 |
(n) Other | 0 | 0.0 |
Total | 752 | 327.4 |
By Discretionary | ||
Discretionary | 747 | 325.2 |
Non-Discretionary | 5 | 2.2 |
Total | 752 | 327.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 327.4 | |
Total | 752 | 327.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Miller Financial Services LLC
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|
MI | 0.3 |
Flourish Wealth Management Inc
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|
MN | 0.3 |
Lucas Group Financial Planners Inc
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CA | 0.3 |
Eastover Investment Advisors LLC
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|
NC | 0.3 |
Branson Fowlkes & Co Inc
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|
TX | 0.3 |
Genesee Capital Advisors LLC
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|
NY | 0.3 |
Abel Hall LLC
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|
LA | 0.3 |
Anderson & Anderson Advisory LLC
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|
WA | 0.3 |
Plan A Wealth LLC
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|
NE | 0.3 |
Ferguson Shapiro LLC
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|
GA | 0.3 |