BERKELEY, INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $573.9M |
| Discretionary | $573.9M100% of AUM |
| Client Accounts | 769 |
| Avg Account Size | $746K |
| Employees | 6 |
| Peak AUM | $595.9MMar 2025 |
| AUM CAGR | +12.3% /yrover 22 yrs · 31 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $574M | +75.3% | +24.8% | +16.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $573.9M |
| Discretionary | $573.9M |
| Employees | 6 |
| Client Accounts | 769 |
| Client Range | 11-25 |
Contact & Location
Address
3778 PLANTATION RIVER DRIVE
BOISE ID 83703
Phone
208-853-6980
Filing History
31 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$574M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported