Berkeley, Inc
Berkeley, Inc is an SEC-registered wealth manager in Boise, ID with $573.9M assets under management (AUM, regulatory AUM), -4% over one year. See who owns Berkeley, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117667, SEC 801-62959, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $573.9M (2026-02-25)
- Firm type
- Wealth Manager
- Location
- Boise, ID
- Employees
- 6
- Clients
- 222
- CRD
- 117667
- Ownership
- BURR, CYNTHIA, LOUISE; LING, MICHAEL, JAMES; WHITE, PAUL, STEPHEN; Parrish, Megan, Nicole; Parrish, Megan
How much AUM does Berkeley, Inc have?
Berkeley, Inc reported $573.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Berkeley, Inc?
Disclosed owners and executives of Berkeley, Inc include BURR, CYNTHIA, LOUISE, LING, MICHAEL, JAMES, WHITE, PAUL, STEPHEN, Parrish, Megan, Nicole, Parrish, Megan. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.