BERKELEY, INC
Firm details
- Headquarters
- BOISE, Idaho
- CRD number
- 117667
- Registered since
- March 30, 2004
- Website
- www.berkeleyinc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.52%
- Individuals6.86%
- Corporations / Businesses0.82%
- Pension & Profit Sharing Plans0.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Berkeley, Inc. is an independent registered investment adviser that has been SEC-registered since 2004 and is owned by an individual. The firm serves both individual and family clients as well as institutional investors, focusing on financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing mixes percentage-of-assets fees with hourly and fixed-fee arrangements. The firm identifies as an active ESG investor, and it does not function as a capital allocator or a multi-state adviser. Service delivery appears centered on discretionary portfolio management given the parity between total and discretionary assets reported.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds40%
- Exchange Traded Equities26%
- Private Funds23%
- Cash & Cash Equivalents10%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1PAUL WHITE
Chief Investment OfficerCRD 1411481
Contacts
3 of 3Megan Parrish
Managing PartnerCRD 7861796
JON HENDRICKSON
Senior Financial PlannerCRD 2555744
DANIELLE BEASLEY
Investment Adviser RepresentativeCRD 6159463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$188M in ETFs
69%
$130M
16%
$58.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P INTERNATIONAL DEVELOPED QUALITY ETF (IDHQ) | Invesco | Passive | Foreign Large Growth | $23.3M | 657,823 | 12.39% |
Location
BOISE, ID
ADA
Location
BOISE, ID
Headquartered in BOISE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- ADA
- Address
- 3778 N Plantation River Dr
- Time zone
- MT (UTC-7)
- Office locations
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