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 |
| Firm CRD#: | 117667 | |
| SEC#: | 801-62959 | |
| Assets under Management: | $327,388,998 | |
| No. of Clients: | 752 | |
| No. of Advisors: | 5 | |
| 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 |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| SHERMAN PORTFOLIOS, LLC | 322728 | 801-126397 | 8528 | 8 | $433,981,002 |
| LEGACY WEALTH MANAGEMENT, LLC | 174767 | 801-113480 | 3537 | 36 | $373,210,168 |
| AMERICAN INDEPENDENT SECURITIES GROUP, LLC | 135288 | 801-69138 | 2830 | 33 | $513,341,332 |
| HRC WEALTH MANAGEMENT, LLC | 117212 | 801-106855 | 1719 | 8 | $329,964,390 |
| WOOD TARVER FINANCIAL | 298793 | 801-114226 | 1590 | 5 | $357,200,000 |
| HELMSTAR WEALTH MANAGEMENT | 145074 | 801-108320 | 1530 | 15 | $454,837,733 |
| ONYX FINANCIAL ADVISORS, LLC | 134881 | 801-107355 | 978 | 8 | $426,815,438 |
| ARCADIA INVESTMENT ADVISORS, LLC | 109590 | 801-56607 | 766 | 6 | $298,047,920 |
| BERKELEY, INC | 117667 | 801-62959 | 752 | 5 | $327,388,998 |
| BR WEALTH MANAGEMENT | 307546 | 801-118952 | 735 | 5 | $259,017,418 |
| TUMWATER WEALTH MANAGEMENT, LLC | 300443 | 801-118103 | 698 | 4 | $305,308,483 |
| WEST OAK CAPITAL, LLC | 128473 | 801-62367 | 328 | 8 | $439,865,078 |
| SELWAY ASSET MANAGEMENT, INC. | 104638 | 801-4424 | 213 | 5 | $290,256,989 |
| DB FITZPATRICK | 105671 | 801-22733 | 109 | 10 | $484,155,793 |
| FREEDOM FIDUCIARIES LLC | 323673 | 801-129892 | 107 | 3 | $437,595,141 |