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Home > Retirement Planners > idaho > boise > BERKELEY, INC
BERKELEY, INC
3778 Plantation River Drive
Suite 102
Boise, Idaho 83703
Tel: 208-853-6980
About BERKELEY, INC
BERKELEY, INC, formally registered with the SEC as BERKELEY, INC. The firm was established in 03/30/2004. They have over 1 offices throughout the country.
BERKELEY, INC is a Boise, Idaho based Financial Planning firm with nearly $327,388,998 assets under management, offering retirement planning & investment advisory services to 752 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117667 |
| SEC# | 801-62959 |
| Assets Managed by Firm | $327,388,998 |
| No. of Clients | 752 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 752 | $327,388,998 |
| Individuals (other than high net worth individuals) | 74 | $32,316,412 |
| High net worth individuals | 133 | $279,047,228 |
| Pension and profit sharing plans | 1 | $3,148,889 |
| Other investment advisers | 4 | $7,514,798 |
| Corporations or other businesses | 4 | $5,361,671 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $9,361,493,116 | 386 | 63 | |
| $3,797,719,931 | 78 | 10 | |
| $2,856,919,716 | 463 | 34 | |
| $1,931,996,135 | 801 | 6 | |
| $1,380,795,719 | 2334 | 19 |
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