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Building 2BERKELEY ADVISORS, INC.

Map pinATLANTA, GA
Phone404-580-9560
NotebookSEC #801-131712
Total AUM
$125.3M
Employees
2
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9 LENOX POINTE, N.E., SUITE B
ATLANTA
GA 30324-7412
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
404-580-9560

ReceiptFinancials

Total AUM
$125.3M
Accounts
314
Discretionary
$125.1M
Accounts
303
Non-Discretionary
$281.7K
Accounts
11

ContactClients

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Individual Clients
43
AUM
$23.8M
HNW Individual Clients
38
AUM
$101.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GALATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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