BERKELEY CAPITAL PARTNERS, LLC
Tel: 678-690-8700 3000 Heritage Walk Suite 301 Milton, Georgia 30004
About BERKELEY CAPITAL PARTNERS, LLC
BERKELEY CAPITAL PARTNERS, LLC is a Milton, Georgia based financial advisory firm with nearly $914,797,271 in assets under management and provides investment advisory services for 2085 clients. There are currently 11 financial advisors at the firm.
General Information
Firm CRD#:
281082
Firm SEC#:
801-106521
Assets Under Management:
$914,797,271
No. of Clients:
2085
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pesnsion consulting services, Selection for other advisors
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