BERKELEY ADVISORS, INC. of ATLANTA, GA is an SEC-registered investment adviser (CRD 134455). Regulatory assets under management: $125.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Catherine Mary Mathis | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Allan Taylor Mathis | VICE PRESIDENT | — |
| MATHIS CATHERINE MARY | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Mathis Allan Taylor | VICE PRESIDENT | — |