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Gerard Mihalick

BERKSHIRE ASSET MANAGEMENT, LLC·WILKES-BARRE, Pennsylvania
Unclaimed Profile
46 PUBLIC SQUARE, WILKES-BARRE, PA 18701-2609CRD# 2082723Firm CRD# 145463
01

About

Gerard Mihalick is a registered financial advisor based in WILKES-BARRE, Pennsylvania, affiliated with BERKSHIRE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
BERKSHIRE ASSET MANAGEMENT, LLC
BERKSHIRE ASSET MANAGEMENT, LLC
AUM
$2.3B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BERKSHIRE ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2082723
Firm CRD# 145463
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gerard Mihalick offer?
Gerard Mihalick specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WILKES-BARRE, Pennsylvania for a consultation.
What are Gerard Mihalick's credentials?
Gerard Mihalick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerard Mihalick located?
Gerard Mihalick is based in WILKES-BARRE, Pennsylvania, working with BERKSHIRE ASSET MANAGEMENT, LLC. Their office serves clients in the WILKES-BARRE metropolitan area and surrounding communities.
How does Gerard Mihalick charge for services?
Gerard Mihalick's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERKSHIRE ASSET MANAGEMENT, LLC?
BERKSHIRE ASSET MANAGEMENT, LLC has approximately 10 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WILKES-BARRE
Kenneth John Krogulski — BERKSHIRE ASSET MANAGEMENT, LLCTerrence Winston Casey — CHANCELLOR FINANCIAL GROUP LPConstance Catherine Mihalick — CHANCELLOR FINANCIAL GROUP LPStacey Alan Wyandt — CHANCELLOR FINANCIAL GROUP LPCharles Daniel Martin — BERKSHIRE ASSET MANAGEMENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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