Berkshire Asset Management, LLC
Berkshire Asset Management, LLC (CRD# 145463) is a financial advisory firm headquartered in Wilkes-barre, PA. They manage $2,312,342,944 in 2,333 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management2,312MILLION
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Total Number of Accounts2,333ACCOUNTS
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Average Account Value$991,146
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WI
Kenneth Krogulski (CRD# 4373182) is an Investment Advisor Representative working at Berkshire Asset Management, LLC in Wilkes-barre, PA and has 1 year of experience in the finance industry.
Gerard Mihalick (CRD# 2082723) is an Investment Advisor Representative working at Berkshire Asset Management, LLC in Wilkes-barre, PA and has over 33 years of experience in the finance industry.
Jason Reilly (CRD# 5298644) is an Investment Advisor Representative working at Berkshire Asset Management, LLC in Wilkes-barre, PA and has over 16 years of experience in the finance industry.
Gregory Weaver (CRD# 5445631) is an Investment Advisor Representative working at Berkshire Asset Management, LLC in Wilkes-barre, PA and has 1 year of experience in the finance industry.
Michael Weaver (CRD# 2713628) is an Investment Advisor Representative working at Berkshire Asset Management, LLC in Wilkes-barre, PA and has over 28 years of experience in the finance industry.
Rachel Ames (CRD# 7893308) is an Investment Advisor Representative working at Berkshire Asset Management, LLC in Wilkes-barre, PA and has 1 year of experience in the finance industry.