AdvisorOS Directory
Claim Profile
TT

Theodore Harper Tilles

NORTH BERKELEY INVESTMENT PARTNERS, LLC·BERKELEY, California
Unclaimed Profile
900 COLUSA AVENUE, BERKELEY, CA 94707CRD# 3220864Firm CRD# 136431
01

About

Theodore Harper Tilles 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NORTH BERKELEY WEALTH MANAGEMENT, LLC
NORTH BERKELEY WEALTH MANAGEMENT, LLC
AUM
$613M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at NORTH BERKELEY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3220864
Firm CRD# 136431
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BERKELEY?

Browse all registered financial advisors in BERKELEY, California or claim this profile if it's yours.

Browse BERKELEY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Theodore Harper Tilles offer?
Theodore Harper Tilles specializes in Financial Planning, Investment Management. Contact their office in BERKELEY, California for a consultation.
What are Theodore Harper Tilles's credentials?
Theodore Harper Tilles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Harper Tilles located?
Theodore Harper Tilles 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 Theodore Harper Tilles charge for services?
Theodore Harper Tilles'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BERKELEY
Jeremy Michael Fiance — THE HOUSE FUND, LLCJeremy Hancock Taylor — LASSEN CAPITAL MANAGEMENT, L.P.Sean Marcus Kenmore — AFFINITY CAPITAL ADVISORS LLCKarsten North Hazelett — AFFINITY CAPITAL ADVISORS LLCKeith William Goodman — BERKELEY ANALYTICS LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile