BERKELEY ADVISORS, INC.
Tel: 404-580-9560 9 Lenox Pointe, N.E., Suite B Atlanta, Georgia 30324-7412
About BERKELEY ADVISORS, INC.
BERKELEY ADVISORS, INC. is a Atlanta, Georgia based financial advisory firm with nearly $103,997,208 in assets under management and provides investment advisory services for 299 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
134455
Firm SEC#:
801-131712
Assets Under Management:
$103,997,208
No. of Clients:
299
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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