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Building 2BERKELEY CAPITAL MANAGEMENT, LLC

Map pinELLSWORTH, KS
Phone(785) 472-2375
NotebookSEC #801-132716
Total AUM
$128.5M
Employees
5
Clients
370

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1502 AYLWARD AVE
ELLSWORTH
KS 67439
United States
Operating Hours
8:00-4:30 AND BY APPT
Monday - Friday
Phone
(785) 472-2375
Other Offices
1

ReceiptFinancials

Total AUM
$128.5M
Accounts
767
Discretionary
$128.5M
Accounts
767
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
322
AUM
$53.4M
HNW Individual Clients
32
AUM
$66.2M
Charitable Organization Clients
6
AUM
$6.4M
Corporation or Business Clients
10
AUM
$2.5M

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
KSMONETX

HandshakeAffiliates

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

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