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| Berkshire Advisors Inc
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|
|---|---|
| CRD # | 122389 |
| SEC # | 801-126064 |
| CIK # | 0080126064 |
| AUM | $97.1 M (2026-03-31) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 610-376-6970 |
| Address | 2240 Ridgewood Road Wyomissing, PA 19610 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 235 | 56.2 |
| (b) Individuals (high net worth individuals) | 15 | 37.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 3.6 |
| Total | 238 | 97.1 |
| By Discretionary | ||
| Discretionary | 235 | 93.5 |
| Non-Discretionary | 3 | 3.6 |
| Total | 238 | 97.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 97.1 | |
| Total | 238 | 97.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Synergy Capital of Colorado LLC
✚
|
CO | 0.1 |
|
Lake Road Advisors LLC
✚
|
NY | 0.1 |
|
Investor's Advantage LLC
✚
|
0.1 | |
|
Luther Forest Wealth Advisors LLC
✚
|
NY | 0.1 |
|
LPK Investment Group LLP
✚
|
NY | 0.1 |
|
Ormonde USA LLC
✚
|
0.1 | |
|
Stratacore Capital Management LLC
✚
|
NY | 0.1 |
|
Penserra Global Investors LLC
✚
|
CA | 0.1 |
|
Nosuris Inc
✚
|
NY | 0.1 |
|
MON Capital Management LLC
✚
|
NY | 0.1 |