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Berkshire Advisors, Inc.

● SEC registered since 2022CRD 122389SEC# 801-126064Wyomissing, PA
Export (members)
Reg. AUM
$97.1M
Employees
2
Accounts
238
Location
Wyomissing, PA

Berkshire Advisors, Inc. assets under management

Berkshire Advisors, Inc. is an investment advisory firm registered with the SEC based in Wyomissing, PA. The firm has been registered since 2022. It reports $97.1 million in regulatory assets under management and employs 2 people.
www.berkshireadvisors.netView on SEC.gov ↗

Berkshire Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jay Robert Kemmerer ControlPresident & Ceo,chief Compliance OfficerOver 75%2002

Frequently asked questions

How much does Berkshire Advisors, Inc. manage?

Berkshire Advisors, Inc. reports $97.1 million in regulatory assets under management on its Form ADV.

How many employees does Berkshire Advisors, Inc. have?

Berkshire Advisors, Inc. reports 2 employees.

Where is Berkshire Advisors, Inc. located?

Berkshire Advisors, Inc. is based in Wyomissing, PA and has been SEC-registered since 2022.

Does Berkshire Advisors, Inc. disclose fund performance?

Berkshire Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2240 Ridgewood Road, Suite 101, Wyomissing, PA 19610
Phone610-376-6970
Fax610-376-9588
Office hours8:30 - 4:30
SEC regionPhiladelphia Regional Office (PLRO)
CIK80126064
Discloses disciplinary historyNo

Assets under management

Discretionary$93.5M
Non-discretionary$3.6M
Total (RAUM)$97.1M