Unclaimed Profile

Susan Mary Reinhold

NORTH BERKELEY INVESTMENT PARTNERS, LLC·BERKELEY, California

Clean recordNORTH BERKELEY INVESTMENT PARTNERS, LLC

900 COLUSA AVENUE, BERKELEY, CA 94707CRD# 5014945Firm CRD# 136431

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Susan Mary Reinhold · BERKELEY, CA

Registration

CRD #5014945 · NORTH BERKELEY INVESTMENT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Susan Mary Reinhold is a registered financial advisor based in BERKELEY, California, affiliated with NORTH BERKELEY INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NORTH BERKELEY WEALTH MANAGEMENT, LLC

AUM

$613M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NORTH BERKELEY WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5014945

Firm CRD# 136431

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Susan Mary Reinhold offer?

Susan Mary Reinhold specializes in Financial Planning, Investment Management. Contact their office in BERKELEY, California for a consultation.

What are Susan Mary Reinhold's credentials?

Susan Mary Reinhold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Mary Reinhold located?

Susan Mary Reinhold is based in BERKELEY, California, working with NORTH BERKELEY INVESTMENT PARTNERS, LLC. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.

How does Susan Mary Reinhold charge for services?

Susan Mary Reinhold's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTH BERKELEY INVESTMENT PARTNERS, LLC?

NORTH BERKELEY INVESTMENT PARTNERS, LLC has approximately 15 employees and manages $613M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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