BERKELEY ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$125,345,440
Discretionary
$125,063,700
Non-discretionary
$281,740
Firm details
- CRD number
- 134455
- SEC file number
- 801-131712
- Main office
- ATLANTA, GA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.BERKELEYADVISORS.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.