BERKSHIRE ADVISORS, INC. - Financial Advisor in Pennsylvania, Wyomissing

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

About BERKSHIRE ADVISORS, INC.

BERKSHIRE ADVISORS, INC. is a Wyomissing, Pennsylvania based financial advisory firm with nearly $106,669,148 in assets under management and provides investment advisory services for 263 clients. There are currently 1 financial advisors at the firm.

General Information

Firm CRD#:

122389

Firm SEC#:

801-126064

Assets Under Management:

$106,669,148

No. of Clients:

263

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

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

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Pennsylvania?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?