Berkeley Capital Management LLC

EST. AUM
$128,487,497

CONTACTS
5

CLIENT ACCOUNTS
767

Firm Details

Metro area Wichita
CRD Number 149229
Website berkeleycapitalmanagement.com
Client types

Overview

Berkeley Capital Management, LLC is an independent investment advisory firm focused on delivering personalized portfolio management and financial planning services. The firm utilizes a disciplined, research-driven approach to investing, incorporating equities, fixed income, and diversified asset strategies to meet the unique goals of each client. Berkeley Capital works closely with individuals, families, and institutions to design long-term strategies that align with their financial objectives and risk tolerance. Known for its client-centric philosophy, the firm emphasizes transparency, trust, and sound investment principles to help clients build and preserve wealth over time through thoughtful and tailored financial solutions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Berkeley Capital Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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