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BERKELEY CAPITAL PARTNERS, LLC
Tel: 678-690-8700
3000 Heritage Walk Suite 301
Milton, Georgia 30004
BERKELEY CAPITAL PARTNERS, LLC
BERKELEY CAPITAL PARTNERS, LLC is a Milton, Georgia based financial advisory firm with nearly $914,797,271 in assets under management and provides investment advisory services for 2085 clients. There are currently 11 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees, Performance Based
Firm CRD#:
281082
SEC#:
801-106521
No. of Clients:
2085
Assets under Management
$914,797,271
No. of Advisors:
11
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