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)
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.