NORTH BERKELEY WEALTH MANAGEMENT, LLC - Financial Advisor in California, Berkeley

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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