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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

Overview AUM History People Fees

No personnel data available for this firm

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About

SEC IAPD

Data sourced from SEC Form ADV filings via the Investment Adviser Public Disclosure (IAPD) system. This information is provided as-is and may not reflect the most current filing. Always verify with the SEC or the adviser directly before making investment decisions.

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