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BERKSHIRE ASSET MANAGEMENT, LLC
WILKES-BARRE, PA
570-825-2600
SEC #801-68485Total AUM
$2.8B
Employees
11Clients
2,479Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
46 PUBLIC SQUARE
SUITE 700
WILKES-BARRE
PA 18701-2609
United States
SUITE 700
WILKES-BARRE
PA 18701-2609
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
570-825-2600
Financials
Total AUM
$2.8B
Accounts
2,486Discretionary
$2.7B
Accounts
2,462Non-Discretionary
$104.2M
Accounts
24
Clients
Individual Clients
4AUM
$1.2M
HNW Individual Clients
2,318AUM
$2.4B
Investment Company Clients
1AUM
$8.7M
Pooled Vehicle Clients
2AUM
$28.3M
Pension/Profit Sharing Plan Clients
63AUM
$70.2M
Charitable Organization Clients
64AUM
$206.4M
Insurance Company Clients
1AUM
$20.8M
Corporation or Business Clients
26AUM
$91.7M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AKALAZCACOCTDEFLGAHIILINKYLAMAMDMIMNMOMTNCNDNHNJNYOHOKORPARISCSDTNTXUTVAWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.