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. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Ownership is held by an individual and the firm uses a mix of fee structures—percentage of assets under management, hourly charges, and fixed fees. Berkeley identifies as an active ESG investor and incorporates environmental, social, and governance considerations into its investment process.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Paul White
Chief Investment OfficerCRD 1411481
Contacts
2 of 2
Jon Hendrickson
Senior Financial PlannerCRD 2555744
Megan Parrish
Managing PartnerCRD 7861796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$208M in ETFs
70%
$146M
13%
$61.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P INTERNATIONAL DEVELOPED QUALITY ETF (IDHQ) | Invesco | Passive | Foreign Large Growth | $29.2M | 676,287 | 14.05% |
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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