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BERKSHIRE ADVISORS, INC.
BERKSHIRE ADVISORS, INC.
WYOMISSING, Pennsylvania
·
2 registered advisors
·
CRD# 122389
SEC# 801-126064
0
610-376-6970
01
Firm Overview
AUM
$97M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: 401K
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BERKSHIRE ADVISORS, INC.
2 registered advisors
Jay Robert Kemmerer
WYOMISSING, Pennsylvania
CRD# 1387729
John Freyberger Lutz
WYOMISSING, Pennsylvania
CRD# 847511
05
Office Locations
WYOMISSING, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. BERKSHIRE ADVISORS, INC. (CRD# 122389) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.