1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BERKSHIRE ADVISORS, INC.

Map pinWYOMISSING, PA
Phone610-376-6970
NotebookSEC #801-126064
Total AUM
$97.1M
Employees
2
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2240 RIDGEWOOD ROAD
SUITE 101
WYOMISSING
PA 19610
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
610-376-6970

ReceiptFinancials

Total AUM
$97.1M
Accounts
238
Discretionary
$93.5M
Accounts
235
Non-Discretionary
$3.6M
Accounts
3

ContactClients

View more in analytics →

Individual Clients
235
AUM
$56.2M
HNW Individual Clients
15
AUM
$37.3M
Other Clients
1
AUM
$3.6M
Description of Other Clients
401K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
401K
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
401K

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account