BERKSHIRE ASSET MANAGEMENT, LLC

46 Public Square
Suite 700
Wilkes-barre, Pennsylvania 18701-2609
Tel: 570-825-2600

About BERKSHIRE ASSET MANAGEMENT, LLC

BERKSHIRE ASSET MANAGEMENT, LLC, formally registered with the SEC as BERKSHIRE ASSET MANAGEMENT, LLC. The firm was established in 07/01/2007. They have over 1 offices throughout the country.

BERKSHIRE ASSET MANAGEMENT, LLC is a Wilkes-barre, Pennsylvania based Financial Planning firm with nearly $2,312,342,944 assets under management, offering retirement planning & investment advisory services to 2333 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145463
SEC#	801-68485
Assets Managed by Firm	$2,312,342,944
No. of Clients	2333
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2333	$2,312,342,944
Individuals (other than high net worth individuals)	23	$2,338,758
High net worth individuals	2192	$2,008,410,412
Pension and profit sharing plans	30	$55,665,133
Charitable organizations	57	$133,328,171
Corporations or other businesses	26	$65,004,645

More Retirement Planning firms in Wilkes-barre, Pennsylvania:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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