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⚲
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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) |
|---|
| 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 |
|
Lucas Group Financial Planners Inc
✚
|
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 |