Berkshire Asset Management, LLC

Berkshire Asset Management, LLC (CRD# 145463) is a financial advisory firm headquartered in Wilkes-Barre, PA. They manage $966,357,000 in 1,071 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    966
    MILLION
  • Total Number of Accounts
    1,071
    ACCOUNTS
  • Average Account Value
    $902,294
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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)
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.

CA, CO, DE, FL, IL, KY, LA, MA, MD, NC, NJ, NY, OH, OK, PA, SC, TX, VA, WI

Financial Advisors at Berkshire Asset Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jason J. Reilly
CRD#: 5298644
46 Public Square, Suite 700, Wilkes-Barre, PA 18701
96
Wealthminder
score

Jason Reilly (CRD# 5298644) is an Investment Advisor Representative working at Berkshire Asset Management, LLC in Wilkes-Barre, PA and has over 10 years of experience in the finance industry. Jason Reilly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gerard Mihalick
CRD#: 2082723
46 Public Square, Suite 700, Wilkes-Barre, PA 18701
93
Wealthminder
score

Gerard Mihalick (CRD# 2082723) is an Investment Advisor Representative working at Berkshire Asset Management, LLC in Wilkes-Barre, PA and has over 27 years of experience in the finance industry.

3
Marilyn D. Millington
CRD#: 2998059
46 Public Square, Suite 700, Wilkes-Barre, PA 18701
93
Wealthminder
score

Marilyn Millington (CRD# 2998059) is an Investment Advisor Representative working at Berkshire Asset Management, LLC in Wilkes-Barre, PA and has over 19 years of experience in the finance industry.

4
Michael D. Weaver
CRD#: 2713628
46 Public Square, Suite 700, Wilkes-Barre, PA 18701
93
Wealthminder
score

Michael Weaver (CRD# 2713628) is an Investment Advisor Representative working at Berkshire Asset Management, LLC in Wilkes-Barre, PA and has over 21 years of experience in the finance industry.

5
Gregory C. Weaver
CRD#: 5445631
46 Public Square, Suite 700, Wilkes-Barre, PA 18701
90
Wealthminder
score

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.

6
Kenneth J. Krogulski
CRD#: 4373182
46 Public Square, Suite 700, Wilkes-Barre, PA 18701
87
Wealthminder
score

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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.