BERKSHIRE ADVISORS, INC.

2240 Ridgewood Road
Suite 101
Wyomissing, Pennsylvania 19610
Tel: 610-376-6970

About BERKSHIRE ADVISORS, INC.

BERKSHIRE ADVISORS, INC, formally registered with the SEC as BERKSHIRE ADVISORS, INC. The firm was established in 11/15/2022. They have over 1 offices throughout the country.

BERKSHIRE ADVISORS, INC. is a Wyomissing, Pennsylvania based Financial Planning firm with nearly $106,669,148 assets under management, offering retirement planning & investment advisory services to 263 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122389
SEC#	801-126064
Assets Managed by Firm	$106,669,148
No. of Clients	263
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based
Other (401K)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (401K)

Firm Client Information

	No. of Clients	AUM
Firm Total	263	$106,669,148
Individuals (other than high net worth individuals)	243	$43,174,001
High net worth individuals	17	$59,898,069

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