Berkshire Advisors, Inc.

Berkshire Advisors, Inc. (CRD# 122389) is a financial advisory firm headquartered in Wyomissing, PA. They manage $68,045,000 in 215 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $316,488
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Berkshire Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jay R. Kemmerer
CRD#: 1387729
2240 Ridgewood Road, Suite 101, Wyomissing, PA 19610
93
Wealthminder
score

Jay Kemmerer (CRD# 1387729) is an Investment Advisor Representative working at Berkshire Advisors, Inc. in Wyomissing, PA and has over 31 years of experience in the finance industry.

2
Francis G. Post
CRD#: 4876871
2240 Ridgewood Road, Suite 101, Wyomissing, PA 19610
93
Wealthminder
score

Francis Post (CRD# 4876871) is an Investment Advisor Representative working at Berkshire Advisors, Inc. in Wyomissing, PA and has over 11 years of experience in the finance industry.

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