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Building 2BERKSHIRE ADVISORS, INC.

Map pinWYOMISSING, PA
Phone610-376-6970
NotebookSEC #801-61433
Total AUM
$14.7M
Employees
3
Clients
0

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 - 5:00
Monday - Friday
Phone
610-376-6970

ReceiptFinancials

Total AUM
$14.7M
Accounts
61
Discretionary
$14.7M
Accounts
61
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TRUSTS/CHARITABLE ORG/ESTATES/OTHER NON INVESTMENT RELATED SERVICES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FIN. & RETIRE PLAN./EDUC. FUNDING/PORT. EVAL.OTHER NON INVESTMEN

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
PA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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