BERKELEY CAPITAL PARTNERS, LLC

3000 Heritage Walk
Suite 301
Milton, Georgia 30004
Tel: 678-690-8700

About BERKELEY CAPITAL PARTNERS, LLC

BERKELEY CAPITAL PARTNERS, LLC, formally registered with the SEC as BERKELEY CAPITAL PARTNERS, LLC. The firm was established in 08/12/2015. They have over 6 offices throughout the country.

BERKELEY CAPITAL PARTNERS, LLC is a Milton, Georgia based Financial Planning firm with nearly $914,797,271 assets under management, offering retirement planning & investment advisory services to 2085 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281082
SEC#	801-106521
Assets Managed by Firm	$914,797,271
No. of Clients	2085
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

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

Firm Client Information

	No. of Clients	AUM
Firm Total	2085	$914,797,271
Individuals (other than high net worth individuals)	1322	$284,958,726
High net worth individuals	127	$297,084,956
Pension and profit sharing plans	36	$8,169,151

More Retirement Planning firms in Milton, Georgia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309	$746,325,416,693	38517	2895
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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