North Berkeley Investment Partners LLC
Legal Name: NORTH BERKELEY WEALTH MANAGEMENT, LLC
Full Contact Details
North Berkeley Investment Partners LLC
900 COLUSA AVENUE, SUITE 201, BERKELEY, CA
510-528-5820
510-528-0711
Other Info
North Berkeley Investment Partners LLC, legally named North Berkeley Wealth Management, is a California-based LLC with 10 employees, 6 of which are advisors. The firm's SEC status is currently approved with a registration date of 2005. The number of clients they serve is undisclosed.
North Berkeley Wealth Management | Investing and Planning
Since 2005, North Berkeley Wealth Management has helped clients invest in their lives through financial planning, sustainable investing, and community service.
Direct Owners
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BRIAN THOMAS KOZEL
MANGING MEMBER owns more than 25% but less than 50%
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SUSAN KATHERINE CAMPBELL
MANAGING MEMBER; CHIEF COMPLIANCE OFFICER owns 75% or more