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BERKELEY ADVISORS, INC.

CRD 134455 · SEC 801-131712

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9 LENOX POINTE, N.E., SUITE B, ATLANTA, GA, 30324-7412, United States

Phone

404-580-9560

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$125.3M

Discretionary AUM

$125.1M

Team

2 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals43$23.8M
High net worth individuals38$101.5M

States served

GA, LA, TX

All web addresses on file

Official SEC filing: View on IAPD