BERKELEY, INC

Tel: 208-853-6980

3778 Plantation River Drive
Suite 102
Boise, Idaho 83703

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BERKELEY, INC

BERKELEY, INC is a Boise, Idaho based financial advisory firm with nearly $327,388,998 in assets under management and provides investment advisory services for 752 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

117667

SEC#:

801-62959

No. of Clients:

752

Assets under Management

$327,388,998

No. of Advisors:

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BERKELEY, INC

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BERKELEY, INC

General Information

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