BERKELEY CAPITAL PARTNERS, LLC - Financial Advisor in Georgia, Milton

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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