BERKELEY, INC of BOISE, ID is an SEC-registered investment adviser (CRD 117667). Regulatory assets under management: $573.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Paul Stephen White | PRESIDENT; VICE-PRESIDENT | — |
| Megan Parrish | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | Boise, ID |
| LING MICHAEL JAMES | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| WHITE PAUL STEPHEN | VICE-PRESIDENT | — |
| BURR CYNTHIA LOUISE | CHIEF COMPLIANCE OFFICER | — |
| Parrish Megan | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | — |
| Megan Nicole Parrish | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | — |