Berkshire Advisors, Inc.
● SEC registered since 2022CRD 122389SEC# 801-126064Wyomissing, PA
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.
Berkshire Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Robert Kemmerer Control | President & Ceo,chief Compliance Officer | Over 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
| Address | 2240 Ridgewood Road, Suite 101, Wyomissing, PA 19610 |
| Phone | 610-376-6970 |
| Fax | 610-376-9588 |
| Office hours | 8:30 - 4:30 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 80126064 |
| Discloses disciplinary history | No |
Regulatory AUM
$97.1M▼ 9%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$97.1Mregulatory AUM
Discretionary $93.5MNon-discretionary $3.6M