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BERKSHIRE ADVISORS, INC.

CRD 122389 · SEC 801-126064

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2240 RIDGEWOOD ROAD, SUITE 101, WYOMISSING, PA, 19610, United States

Phone

610-376-6970

Fax

610-376-9588

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$97.1M

Discretionary AUM

$93.5M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions; 401K

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)401K

Client types

TypeClientsAUM
Individuals235$56.2M
High net worth individuals15$37.3M

States served

PA

All web addresses on file

Official SEC filing: View on IAPD