BERKELEY, INC is a Boise, Idaho based financial advisory firm with nearly $301,000,000 in assets under management and provides investment advisory services for 203 clients. There are currently 4 financial advisors at the firm.
General Information |
| Firm CRD#: | 117667 | |
| SEC#: | 801-62959 | |
| Assets under Management: | $301,000,000 | |
| No. of Clients: | 203 | |
| No. of Advisors: | 4 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| LEGACY WEALTH MANAGEMENT, LLC | 174767 | 801-113480 | 2921 | 36 | $275,886,111 |
| AMERICAN INDEPENDENT SECURITIES GROUP, LLC | 135288 | 801-69138 | 2737 | 33 | $407,674,041 |
| HRC WEALTH MANAGEMENT, LLC | 117212 | 801-106855 | 1673 | 8 | $266,013,232 |
| HELMSTAR WEALTH MANAGEMENT | 145074 | 801-108320 | 1527 | 13 | $377,188,179 |
| WOOD TARVER FINANCIAL | 298793 | 801-114226 | 1285 | 4 | $280,000,000 |
| HAWKE FINANCIAL GROUP | 301733 | 801-116678 | 1056 | 3 | $183,595,782 |
| ONYX FINANCIAL ADVISORS, LLC | 134881 | 801-107355 | 882 | 9 | $299,838,428 |
| ARCADIA INVESTMENT ADVISORS, LLC | 109590 | 801-56607 | 848 | 5 | $227,324,388 |
| TUMWATER WEALTH MANAGEMENT, LLC | 300443 | 801-118103 | 663 | 3 | $278,787,864 |
| SANCTUARY WEALTH MANAGEMENT, LLC | 148779 | 801-81013 | 648 | 10 | $203,492,661 |
| BR WEALTH MANAGEMENT | 307546 | 801-118952 | 579 | 6 | $197,095,657 |
| WEST OAK CAPITAL, LLC | 128473 | 801-62367 | 311 | 8 | $403,435,494 |
| BERKELEY, INC | 117667 | 801-62959 | 203 | 4 | $301,000,000 |
| SELWAY ASSET MANAGEMENT, INC. | 104638 | 801-4424 | 176 | 4 | $256,294,328 |
| SUN VALLEY GOLD LLC | 108858 | 801-56292 | 6 | 12 | $389,701,968 |