Berkeley, Inc.

Berkeley, Inc. (CRD# 117667) is a financial advisory firm headquartered in Boise, ID. They manage $190,200,000 in 828 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    828
    ACCOUNTS
  • Average Account Value
    $229,710
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ID

Financial Advisors at Berkeley, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Paul S. White
CRD#: 1411481
6001 W State Street Suite B, Boise, ID 83703
96
Wealthminder
score

Paul White (CRD# 1411481) is an Investment Advisor Representative working at Berkeley, Inc. in Boise, ID and has over 16 years of experience in the finance industry.

2
Jon C. Hendrickson
CRD#: 2555744
6001 W State Street, Suite B, Boise, ID 83703
93
Wealthminder
score

Jon Hendrickson (CRD# 2555744) is an Investment Advisor Representative working at Berkeley, Inc. in Boise, ID and has over 21 years of experience in the finance industry.

3
Michael J. Ling
CRD#: 2528970
6001 W. State Street, Suite B, Boise, ID 83703
93
Wealthminder
score

Michael Ling (CRD# 2528970) is an Investment Advisor Representative working at Berkeley, Inc. in Boise, ID and has over 22 years of experience in the finance industry.

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