Berkeley, Inc - Investment Advisers

About Berkeley, Inc

Berkeley, Inc. is an investment adviser headquartered in Boise, Idaho, and is one of the investment advisers in Idaho. The firm was founded in 1996 and is a registered investment adviser. It describes itself as a fee-only fiduciary offering financial planning and investment management, with services built around each client's goals. The firm reports regulatory assets under management of $573.95 million and has six employees. The firm's stated values include intentional planning, transparency, a holistic view of finances, and a fiduciary standard that it says guides its advice. It states that it is not a broker and presents financial planning and investment management as connected parts of its work. Its homepage names five team members, including holders of the CFA and CFP designations. The firm is also included in the directory of US investment advisers. --- Note: only two link slots were provided, so the text uses two links instead of the three to five requested. The "six employees" figure comes from the registry data, while the homepage lists five named team members, so I reported both without reconciling them.

Key Facts

Assets Under Management

$573.95M

Employees

6

SEC File Number

801-62959