CRD: 121223
Berkeley Investment Advisors
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- Custodian
- Folio Investments ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-15-2002
- Office Locations
- 1
Office Locations
About Berkeley Investment Advisors
Berkeley Investment Advisors is a California RIA providing wealth management and sophisticated money management via client-owned separate accounts, with allocations across its strategies tailored to individual needs. Led by CIO Ray Meadows, the firm runs an analytically driven, long-term active investing approach designed to reduce behavioral bias. Also advises clients on direct investment real estate purchases; custody includes Interactive Brokers.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RAY ALAN MEADOWS
Investment Advisor, President
- CRD
- #2875106
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,327,398 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,327,398 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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