Berkeley Investment Advisors
Berkeley Investment Advisors (CRD# 121223) is a financial advisory firm headquartered in San Francisco, CA. They manage $18,244,819 in 48 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Berkeley Investment Advisors
By the Numbers
-
Total Assets Under Management18MILLION
-
Total Number of Accounts48ACCOUNTS
-
Average Account Value$380,100
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Berkeley Investment Advisors
1
Ray Meadows (CRD# 2875106) is an Investment Advisor Representative working at Berkeley Investment Advisors in Santa Rosa, CA and has 1 year of experience in the finance industry.
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