Berkeley, Inc

Registered investment advisor · Boise, Idaho · CRD #117667

Assets Under Management

$574M

Client Accounts

769

Employees

CRD Number

117667

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Berkeley, Inc

Berkeley Investment Advisors offers personalized wealth management and sophisticated money management services, with each client having a separate insured account. The firm manages $301 million in assets and specializes in investment management and financial planning. Founded by Certified Financial Planners, it tailors strategies to meet individual client goals.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Berkeley, Inc

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Frequently Asked Questions

What is Berkeley, Inc's AUM?

Berkeley, Inc reports approximately $574M in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Berkeley, Inc headquartered?

Berkeley, Inc is headquartered in Boise, Idaho.

What is Berkeley, Inc's CRD number?

Berkeley, Inc's CRD number is 117667. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.