NORTH BERKELEY WEALTH MANAGEMENT, LLC
Tel: 510-528-5820 1820 Solano Ave Suite C1 Berkeley, California 94707
About NORTH BERKELEY WEALTH MANAGEMENT, LLC
NORTH BERKELEY WEALTH MANAGEMENT, LLC is a Berkeley, California based financial advisory firm with nearly $613,126,684 in assets under management and provides investment advisory services for 1465 clients. There are currently 15 financial advisors at the firm.
General Information
Firm CRD#:
136431
Firm SEC#:
801-64572
Assets Under Management:
$613,126,684
No. of Clients:
1465
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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