Overview
Assets Under Management: $97 million
Headquarters: WYOMISSING, PA
High-Net-Worth Clients: 16
Average Client Assets: $3.2 million
Frequently Asked Questions
BERKSHIRE ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122389), BERKSHIRE ADVISORS, INC. is subject to fiduciary duty under federal law.
BERKSHIRE ADVISORS, INC. is headquartered in WYOMISSING, PA.
BERKSHIRE ADVISORS, INC. serves 16 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, BERKSHIRE ADVISORS, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BERKSHIRE ADVISORS, INC. manages $97 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, BERKSHIRE ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.50%
Average Client Assets: $3.2 million
Total Client Accounts: 160
Discretionary Accounts: 158
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 122389
Filing ID: 1854654
Last Filing Date: 2024-03-27 15:33:00