BERKELEY INVESTMENT ADVISORS

RIASEC Registered

Total AUM

$25.3M

Discretionary

$25.3M

100% of AUM

Avg account

$478K

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 121223
Website: www.berkeleyinvestment.com
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI84.73%
Individuals14.41%
Pension & Profit Sharing Plans0.86%
Services: Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Berkeley Investment Advisors is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and produces periodicals or newsletters as part of its advisory activities. It also operates a real estate brokerage business alongside its investment practice. The firm charges clients using a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements, enabling both ongoing advisory relationships and one-off engagements. Berkeley does not identify itself as a dedicated capital allocator to private fund managers and does not describe ESG integration as part of its investment approach.