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Building 2BERKELEY, INC

Map pinBOISE, ID
Phone208-853-6980
NotebookSEC #801-62959
Total AUM
$573.9M
Employees
6
Clients
222

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3778 PLANTATION RIVER DRIVE
SUITE 102
BOISE
ID 83703
United States
Operating Hours
9AM - 5 PM
Monday - Friday
Phone
208-853-6980

ReceiptFinancials

Total AUM
$573.9M
Accounts
769
Discretionary
$573.9M
Accounts
769
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
70
AUM
$39.4M
HNW Individual Clients
147
AUM
$525.3M
Pension/Profit Sharing Plan Clients
1
AUM
$4.5M
Corporation or Business Clients
4
AUM
$4.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDLAORTX

HandshakeAffiliates

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

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