Berkeley Capital Partners LLC
Legal Name: BERKELEY CAPITAL PARTNERS, LLC
Full Contact Details
Berkeley Capital Partners LLC
3500 PARKWAY LANE SUITE 430, NORCROSS, GA
678-690-8700
678-690-8710
Other Info
Berkeley Capital Partners LLC, a GA Limited Liability Company, boasts 10 employees who dedicate their skills to serving 280 clients. A majority, 9 out of 10, are members of the advisory team. Since their approval by the SEC on Aug 12, 2015, they have maintained that status as a reliable financial partner.
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Direct Owners
-
ANTHONY FRANCIS PALAZZO
PRESIDENT owns less than 5%
-
BCP SERVICES, INC.
SOLE MEMBER owns 75% or more
-
CHRISTOPHER MARTIN EDDY
VICE PRESIDENT/TREASURER owns less than 5%
-
DANIEL BLAKE NEWBERG
VICE PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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MICHAEL CROOKS EDDY
SHAREHOLDER owns more than 25% but less than 50%
-
STUART JAMES BLEWETT
SHAREHOLDER owns more than 25% but less than 50%
Custodians
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CHARLES SCHWAB & CO., INC.
United States -
NORTHBROOK BANK & TRUST
United States
Top Holdings
- SPDR S&P 500 ETF TR TR UNIT $27,042k
- VANGUARD SCOTTSDALE FDS $18,974k
- VANGUARD SCOTTSDALE FDS $15,129k
- VANGUARD WHITEHALL FDS INC $14,408k
- VANGUARD INDEX FDS S&P 500 ETF SHS $14,137k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $8,700k
- VANGUARD WORLD FDS INF TECH ET $8,446k
- VANGUARD WORLD FDS CONSUM STP ETF $7,611k
- VANGUARD WORLD FDS $7,282k
- INVESCO QQQ TR UNIT SER 1 $4,578k