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Building 2BERKSHIRE ASSET MANAGEMENT LLC

Map pinWILKES BARRE, PA
Phone570-825-2600
NotebookSEC #801-56854
Total AUM
$694.8M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
46 PUBLIC SQUARE
SUITE 700
WILKES BARRE
PA 18701
USA
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
570-825-2600

ReceiptFinancials

Total AUM
$694.8M
Accounts
401
Discretionary
$638M
Accounts
383
Non-Discretionary
$56.8M
Accounts
18

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNCNJNYPAVT

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.

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