Berkshire Advisors Inc

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Assets, Funds, Holdings

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Berkshire Advisors Inc
CRD #122389
SEC #801-126064
CIK #
AUM $96.6 MM (2024-03-27)
Employees 2 (100% Investors, 50% Brokers)
Phone610-376-6970
Address2240 Ridgewood Road
Wyomissing, PA 19610
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
1108866442202000200820162025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 142 38.2
(b) Individuals (high net worth individuals) 16 51.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 6.8
Total 160 96.6
By Discretionary
Discretionary 158 89.9
Non-Discretionary 2 6.8
Total 160 96.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 96.6
Total 160 96.6
Comparable Firms State AUM ($BB)
Account Management LLC
MA 0.1
Investor's Advantage LLC
TX 0.1
AUA Private Wealth Advisors LLC
PA 0.1
Markle Financial LLC
WY 0.1
Castle Financial & Retirement Planning Associates Inc
NJ 0.1
Captial Advisor Network
IN 0.1
Beverly Investment Advisors LLC
CA 0.1
AG Global Advisors LLC
AZ 0.1
Roumell Asset Management LLC
MD 0.1
LPK Investment Group LLP
NY 0.1
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