Berkeley, Inc
Firm details
- Headquarters
- Boise, Idaho
- CRD number
- 117667
- Registered since
- March 30, 2004
- Website
- www.berkeleyinc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.52%
- Individuals6.86%
- Corporations / Businesses0.82%
- Pension & Profit Sharing Plans0.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Berkeley, Inc is an independent registered investment adviser organized as a corporation and first SEC-registered in 2004. The firm serves both individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Its client billing mixes asset-based fees with hourly and fixed-fee engagements. Berkeley identifies itself as an active ESG investor and operates as a privately owned, single-owner advisory business.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds40%
- Exchange Traded Equities26%
- Private Funds23%
- Cash & Cash Equivalents10%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Paul White
Chief Investment OfficerCRD 1411481
Contacts
3 of 3
Megan Parrish
Managing PartnerCRD 7861796
Jon Hendrickson
Senior Financial PlannerCRD 2555744
Danielle Beasley
Investment Adviser RepresentativeCRD 6159463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$207M in ETFs
71%
$147M
16%
$59.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P INTERNATIONAL DEVELOPED QUALITY ETF (IDHQ) | Invesco | Passive | Foreign Large Growth | $29.1M | 664,929 | 14.06% |
Location
Boise, ID
Ada
Location
Boise, ID
Headquartered in Boise, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- Ada
- Address
- 3778 N Plantation River Dr
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Freedom Fiduciaries LLC
RIABoise, ID
Legacy Wealth Management, LLC
RIABoise, ID
Wood Tarver Financial
RIABoise, ID
DB Fitzpatrick
RIABoise, ID
Helmstar Wealth Management
RIABoise, ID
Tumwater Wealth Management, LLC
RIABoise, ID