North Berkeley Investment Partners

    OverviewSuggest Edit

    North Berkeley Investment Partners provides comprehensive financial planning and values-driven investment management that helps our clients feel comfortable and confident with the financial decisions that they make in connection with their life goals.  We are a full-service, independent financial advisor that focuses on client needs without the conflicts of interest endemic in many other advisory relationships.

    TypePrivate
    Founded2005
    HQBerkeley, US
    Websitenorthberkeleyinvestment.com

    Locations

    North Berkeley Investment Partners is headquartered in
    Berkeley, United States

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    Latest Updates

    Employees (est.) (Sep 2019)10(+12%)

    Key People/Management at North Berkeley Investment Partners

    Dan Nakahara

    Dan Nakahara

    Business Manager
    Debra Ellisen

    Debra Ellisen

    Senior Client Service Coordinator
    James Wilson

    James Wilson

    Director, Client Experience
    Maureen Sullivan

    Maureen Sullivan

    Client Concierge
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    North Berkeley Investment Partners Office Locations

    North Berkeley Investment Partners has an office in Berkeley
    Berkeley, US (HQ)
    900 Colusa Ave #201
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    North Berkeley Investment Partners Financials and Metrics

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    Founding Date

    2005

    North Berkeley Investment Partners Online and Social Media Presence

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    North Berkeley Investment Partners Frequently Asked Questions

    • When was North Berkeley Investment Partners founded?

      North Berkeley Investment Partners was founded in 2005.

    • Who are North Berkeley Investment Partners key executives?

      North Berkeley Investment Partners's key executives are Dan Nakahara, Debra Ellisen and James Wilson.

    • How many employees does North Berkeley Investment Partners have?

      North Berkeley Investment Partners has 10 employees.

    • Who are North Berkeley Investment Partners competitors?

      Competitors of North Berkeley Investment Partners include EQ Investors, Greentech Capital Advisors and Capricorn Investment Group.

    • Where is North Berkeley Investment Partners headquarters?

      North Berkeley Investment Partners headquarters is located at 900 Colusa Ave #201, Berkeley.

    • Where are North Berkeley Investment Partners offices?

      North Berkeley Investment Partners has an office in Berkeley.

    • How many offices does North Berkeley Investment Partners have?

      North Berkeley Investment Partners has 1 office.