Berkeley, Inc.

Berkeley, Inc. (CRD# 117667) is a financial advisory firm headquartered in Boise, ID. They manage $327,388,998 in 752 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3778 Plantation River Drive, Suite 102, Boise, ID 83703
http://www.berkeleyinc.com
By the Numbers
  • Total Assets Under Management
    327
    MILLION
  • Total Number of Accounts
    752
    ACCOUNTS
  • Average Account Value
    $435,358
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID, LA, TX

Financial Advisors at Berkeley, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jon Hendrickson, financial advisor Boise ID
Jon C. Hendrickson
CRD#: 2555744
6001 W State Street, Suite B, Boise, ID 83703

Jon Hendrickson (CRD# 2555744) is an Investment Advisor Representative working at Berkeley, Inc. in Boise, ID and has over 29 years of experience in the finance industry.

2
Michael Ling, financial advisor Boise ID
Michael J. Ling
CRD#: 2528970
6001 W. State Street, Suite B, Boise, ID 83703

Michael Ling (CRD# 2528970) is an Investment Advisor Representative working at Berkeley, Inc. in Boise, ID and has over 29 years of experience in the finance industry.

3
Paul White, financial advisor Boise ID
Paul S. White
CRD#: 1411481
6001 W State Street Suite B, Boise, ID 83703

Paul White (CRD# 1411481) is an Investment Advisor Representative working at Berkeley, Inc. in Boise, ID and has over 23 years of experience in the finance industry.

4
Megan Parrish, financial advisor Boise ID
Megan N. Parrish
CRD#: 7861796
3778 Plantation River Drive, Suite 102, Boise, ID 83703

Megan Parrish (CRD# 7861796) is an Investment Advisor Representative working at Berkeley, Inc. in Boise, ID and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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