Meet Our Team
1 As of December 31, 2020, Berkeley provided investment supervisory services to client accounts totaling $ 532,515,213 in assets, which are all managed on a discretionary basis and $71,190,513 which are all managed on a non-discretionary basis. Berkeley offers other advisory services to clients as needed with respect to assets of approximately $19,347,766 million in assets under advisement.
2 As of December 31, 2020