BERKELEY, INC
CRD #117667 SEC #801-62959 BOISE, ID 208-853-6980
SEC Registered
Total AUM
$595.9M
Discretionary
$593.5M
Employees
6
Clients
25
Accounts
761
Firm Details
- Organization Type
- Corporation
- State of Formation
- Idaho
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURR, CYNTHIA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURR, CYNTHIA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURR, CYNTHIA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURR, CYNTHIA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LING, MICHAEL, JAMES | I | PRESIDENT | D | Control |
| LING, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | D | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | D | Control |
| WHITE, PAUL, STEPHEN | I | PRESIDENT | D | Control |
| WHITE, PAUL, STEPHEN | I | PRESIDENT | D | Control |
| Parrish, Megan | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| Parrish, Megan | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| Parrish, Megan | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| Parrish, Megan | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
| WHITE, PAUL, STEPHEN | I | VICE-PRESIDENT | C | Control |
Registrations
Federal
IA
Apr 29, 2025 REGISTERED
Notice Filings (5)
CA ID LA OR TX
Address
3778 PLANTATION RIVER DRIVESUITE 102
BOISE, ID 83703
United States
Phone: 208-853-6980