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BERKSHIRE ASSET MANAGEMENT, LLC
CRD 145463 · SEC 801-68485
46 PUBLIC SQUARE, SUITE 700, WILKES-BARRE, PA, 18701-2609, United States
Phone
570-825-2600
Fax
570-825-2286
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.79B
Discretionary AUM
$2.68B
Team
11 total employees; 6 advisory reps; 4 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.2M |
| High net worth individuals | 2318 | $2.36B |
| Investment companies | 1 | $8.7M |
| Pooled investment vehicles | 2 | $28.3M |
| Pension/profit sharing plans | 63 | $70.2M |
| Charitable organizations | 64 | $206.4M |
| Insurance companies | 1 | $20.8M |
| Corporations/business entities | 26 | $91.7M |
States served
AL, AK, AZ, CA, CO, DE, GA, IL, IN, KY, LA, MD, MA, MI, MN, MT, NJ, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD