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Financial Advisor
Idaho
Boise
BERKELEY, INC

BERKELEY, INC

Tel: 208-853-6980 3778 Plantation River Drive Suite 102 Boise, Idaho 83703

About BERKELEY, INC

BERKELEY, INC is a Boise, Idaho based financial advisory firm with nearly $327,388,998 in assets under management and provides investment advisory services for 752 clients. There are currently 5 financial advisors at the firm.

General Information
Firm CRD#:

117667

Firm SEC#:

801-62959

Assets Under Management:

$327,388,998

No. of Clients:

752

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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