Berkeley
32yrs
Top 12% by experience in Idaho
About the firm
A registered investment advisory firm based in Boise, Idaho. It manages about $574 million for roughly 217 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$2.6 million
Assets under management ?$574 million
Individual clients217
Median years of experience26
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Advisors at Berkeley
3Advisors
26Median years of experience
1States with offices
–Offices
Also known as
About Berkeley
How do I contact Berkeley?
Call the main office at (208) 853-6980. The main office is at 3778 Plantation River Drive Suite 102, Boise, ID 83703.
How is Berkeley paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Berkeley offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting.
How many advisors work at Berkeley?
We list 3 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.