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Berkeley Capital Management, LLC

Headquartered in ELLSWORTH, KS

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Firm Information

Berkeley Capital Management, LLC is an investment advisor headquartered in Berkeley, CA. The firm manages approximately $76.37 million in assets for 287 clients, primarily individuals and charitable organizations. Berkeley Capital Management offers portfolio management services for individuals.

Berkeley Capital Management, LLC

$76.36M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BERKELEY CAPITAL MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

ELLSWORTH, KS

Advisors at Berkeley Capital Management, LLC

View All 2 Advisors
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Nicholas J Reinert

RA

ELLSWORTH, KS

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Ryan J Peschka

RA

ELLSWORTH, KS

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Disclosures

There are no public disclosures for Berkeley Capital Management, LLC.

Frequently Asked Questions (9)

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