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Financial Advisor
Pennsylvania
Wyomissing
BERKSHIRE ADVISORS, INC.

BERKSHIRE ADVISORS, INC.

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:

1

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)

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