Overview
Assets Under Management: $2.3 billion
Headquarters: WILKES-BARRE, PA
High-Net-Worth Clients: 2,334
Average Client Assets: $933,681
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2,334
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.89
Average High-Net-Worth Client Assets: $933,681
Total Client Accounts: 2,333
Discretionary Accounts: 2,314
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 145463
Last Filing Date: 2024-04-03 00:00:00
Website: https://berkshiream.com