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BERKSHIRE PROPERTY ADVISORS, LLC

One Beacon Street
24th Floor
Boston, Massachusetts 02108-3116
Tel: 617-646-2300

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About BERKSHIRE PROPERTY ADVISORS, LLC

BERKSHIRE PROPERTY ADVISORS, LLC, formally registered with the SEC as BERKSHIRE PROPERTY ADVISORS, LLC. The firm was established in 03/30/2012. They have over 4 offices throughout the country.

BERKSHIRE PROPERTY ADVISORS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $12,751,952,881 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 175 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#161374
SEC#801-73998
Assets Managed by Firm$12,751,952,881
No. of Clients10
No. of Advisors175

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (COMMITMENTS/CONTRIBUTIONS)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total10$12,751,952,881

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