BERKSHIRE ADVISORS, INC.
Adviser information for BERKSHIRE ADVISORS, INC. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 158 | $89.9M |
| Non-Discretionary | 2 | $6.8M |
| Total | 160 | $96.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 142 | $38.2M |
| HNW Individuals | 16 | $51.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | <5 | $6.8M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients401K |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesCommissions401K |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-126064 |
|---|---|
| SEC ERA File Number | 801-126064 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 122389 |
| Legal Entity Identifier | None |
Principal Office
2240 RIDGEWOOD ROADSUITE 101
WYOMISSING
PA
United States
Monday - Friday, 8:30 - 4:30
Tel: 610-376-6970, Fax: 610-376-9588
Chief Compliance Officer
JAY R. KEMMERER
CHAIRMAN & CEO
2240 RIDGEWOOD RD.
WYOMISSING
PA
United States
Tel:
610-376-6970
Fax:
610-376-9588
J**@********************T
(Full email address available in API data)
Regulatory Contact
JAY KEMMERER
CHAIRMAN & CEO
2240 RIDGEWOOD ROAD
WYOMISSING
PA
United States
Tel:
610-376-6970
Fax:
610-376-9588
J**@********************T
(Full email address available in API data)
Industry Affiliates
| PURSHE KAPLAN STERLING INVESTMENTS | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KEMMERER, JAY, ROBERT | Individual | – | PRESIDENT & CEO,CHIEF COMPLIANCE OFFICER | 07/2002 | > 75% |