Berkeley, Inc

CRD 117667 · Boise, ID · $573.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 117667
SEC number: 801-62959
Firm type: RIA
Assets under management: $573.9M as of Feb 25, 2026
Website: www.berkeleyinc.com ↗
Phone: 208-853-6980
Address: 3778 Plantation River Drive, Boise, ID, 83703

Advisors at this firm

4 in our index · page 1 of 1

Danielle BeasleyCRD 6159463 · Boise, ID

IA RegisteredRegistration inactive
Jon Christopher HendricksonCRD 2555744 · Boise,, ID

IA Registered
Megan Nicole ParrishCRD 7861796 · Boise, ID

IA Registered
Paul Stephen WhiteCRD 1411481 · Boise, ID

IA Registered

Source & corrections

Where this page comes from

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