BERKELEY ADVISORS, INC.
CRD #134455 SEC #801-131712 ATLANTA, GA 404-580-9560
SEC Registered
Total AUM
$104M
Discretionary
$104M
Employees
3
Clients
51
Accounts
299
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $104M | $104M | $0 | 3 | 0 |
| Nov 2024 | $102M | $102M | $0 | 2 | 0 |
DateJan 2025
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees2
Clients0