North Berkeley Investment Partners, LLC

North Berkeley Investment Partners, LLC (CRD# 136431) is a financial advisory firm headquartered in Berkeley, CA. They manage $268,800,000 in 1,013 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    269
    MILLION
  • Total Number of Accounts
    1,013
    ACCOUNTS
  • Average Account Value
    $265,350
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
  • Selection of other advisers (including private fund managers)
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, HI, NY, OR, TX

Financial Advisors at North Berkeley Investment Partners, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Susan K. Campbell
CRD#: 2377541
900 Colusa Avenue, Suite 201, Berkeley, CA 94707
96
Wealthminder
score

Susan Campbell (CRD# 2377541) is an Investment Advisor Representative working at North Berkeley Investment Partners, LLC in Berkeley, CA and has over 22 years of experience in the finance industry. Susan Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard A. Cheever
CRD#: 1926290
900 Colusa Avenue, Suite 201, Berkeley, CA 94707
96
Wealthminder
score

Richard Cheever (CRD# 1926290) is an Investment Advisor Representative working at North Berkeley Investment Partners, LLC in Berkeley, CA and has over 15 years of experience in the finance industry.

3
Theodore H. Tilles
CRD#: 3220864
900 Colusa Avenue, Suite 201, Berkeley, CA 94707
96
Wealthminder
score

Theodore Tilles (CRD# 3220864) is an Investment Advisor Representative working at North Berkeley Investment Partners, LLC in Berkeley, CA and has over 10 years of experience in the finance industry. Theodore Tilles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Susan M. Reinhold
CRD#: 5014945
900 Colusa Avenue, Suite 201, Berkeley, CA 94707
93
Wealthminder
score

Susan Reinhold (CRD# 5014945) is an Investment Advisor Representative working at North Berkeley Investment Partners, LLC in Berkeley, CA and has over 11 years of experience in the finance industry.

5
James L. Sertich
CRD#: 4402804
900 Colusa Avenue, Suite 201, Berkeley, CA 94707
93
Wealthminder
score

James Sertich (CRD# 4402804) is an Investment Advisor Representative working at North Berkeley Investment Partners, LLC in Berkeley, CA and has over 15 years of experience in the finance industry.

6
Brian T. Kozel
CRD#: 5601007
900 Colusa Avenue, Suite 201, Berkeley, CA 94707
90
Wealthminder
score

Brian Kozel (CRD# 5601007) is an Investment Advisor Representative working at North Berkeley Investment Partners, LLC in Berkeley, CA and has 1 year of experience in the finance industry. Brian Kozel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Debra A. Ellisen
CRD#: 4593925
900 Colusa Avenue, Suite 201, Berkeley, CA 94707
87
Wealthminder
score

Debra Ellisen (CRD# 4593925) is an Investment Advisor Representative working at North Berkeley Investment Partners, LLC in Berkeley, CA and has 1 year of experience in the finance industry.

8
Luke B. Neumann
CRD#: 6501422
900 Colusa Avenue, Suite 201, Berkeley, CA 94707
87
Wealthminder
score

Luke Neumann (CRD# 6501422) is an Investment Advisor Representative working at North Berkeley Investment Partners, LLC in Berkeley, CA and has 1 year of experience in the finance industry.

9
Samuel J. Wood-Bednarz
CRD#: 6501469
900 Colusa Avenue, Suite 201, Berkeley, CA 94707
87
Wealthminder
score

Samuel Wood-Bednarz (CRD# 6501469) is an Investment Advisor Representative working at North Berkeley Investment Partners, LLC in Berkeley, CA and has 1 year of experience in the finance industry.

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