Berkeley Capital Partners, Llc, GA — Investment Adviser | BuildTrust

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BERKELEY CAPITAL PARTNERS, LLC

Investment AdviceMILTON, GA

Assets Under Management

$999.1M

Total AUM

Donut chart: Discretionary 909.9M, Non-Discretionary 89.2M
Category	Value
Discretionary	909.9M
Non-Discretionary	89.2M

Adviser Information

Field	Value
CRD Number	281082
SEC Number	801-106521
Street Address	3000 HERITAGE WALK
Street Address 2	SUITE 301
Location	MILTON, GA 30004
Country	United States
Phone	678-690-8700
Fax	678-690-8710
Total Employees	11
Business Types	insurance_broker

Client Count by Type (1,544 Total)

Horizontal bar chart: Individuals (other than H… 1,340, High Net Worth Individual… 156, Pension/Profit Sharing Pl… 38, Pooled Investment Vehicle… 7, Other 3
Category	Value
Individuals (other than H…	1,340
High Net Worth Individual…	156
Pension/Profit Sharing Pl…	38
Pooled Investment Vehicle…	7
Other	3