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Home > Retirement Planners > pennsylvania > wyomissing > BERKSHIRE ADVISORS, INC.
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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