Berkshire Advisors, Inc.
Berkshire Advisors, Inc. is an SEC-registered mass-market adviser in Wyomissing, PA with $97.1M assets under management (AUM, regulatory AUM), -9% over one year. See who owns Berkshire Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122389, SEC 801-126064, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $97.1M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Wyomissing, PA
- Employees
- 2
- Clients
- 250
- CRD
- 122389
- Ownership
- JONES, DAVID, DWAIN; KEMMERER, JAY, ROBERT; LUTZ, JOHN, FREYBERGER
How much AUM does Berkshire Advisors, Inc. have?
Berkshire Advisors, Inc. reported $97.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Berkshire Advisors, Inc.?
Disclosed owners and executives of Berkshire Advisors, Inc. include JONES, DAVID, DWAIN, KEMMERER, JAY, ROBERT, LUTZ, JOHN, FREYBERGER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.