Overview
Assets Under Management: $2.3 billion
Headquarters: WILKES-BARRE, PA
High-Net-Worth Clients: 2,334
Average Client Assets: $933,681
Frequently Asked Questions
BERKSHIRE ASSET MANAGEMENT, LLC 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 #145463), BERKSHIRE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BERKSHIRE ASSET MANAGEMENT, LLC is headquartered in WILKES-BARRE, PA.
BERKSHIRE ASSET MANAGEMENT, LLC serves 2,334 high-net-worth clients according to their SEC filing dated April 03, 2024. View client details ↓
According to their SEC Form ADV, BERKSHIRE ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BERKSHIRE ASSET MANAGEMENT, LLC manages $2.3 billion in client assets according to their SEC filing dated April 03, 2024.
According to their SEC Form ADV, BERKSHIRE ASSET MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
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