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).

Current Firm Details
46 Public Square, Suite 700, Wilkes-barre, PA 18701
http://www.berkshireasset.com/
By the Numbers
  • Total Assets Under Management
    2,312
    MILLION
  • Total Number of Accounts
    2,333
    ACCOUNTS
  • Average Account Value
    $991,146
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 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Berkshire Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Kenneth Krogulski, financial advisor Wilkes-barre PA
Kenneth J. Krogulski
CRD#: 4373182
46 Public Square, Suite 700, Wilkes-barre, PA 18701

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.

2
Gerard Mihalick, financial advisor Wilkes-barre PA
Gerard Mihalick
CRD#: 2082723
46 Public Square, Suite 700, Wilkes-barre, PA 18701

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.

3
Jason Reilly, financial advisor Wilkes-barre PA
Jason J. Reilly
CRD#: 5298644
46 Public Square, Suite 700, Wilkes-barre, PA 18701

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.

4
Gregory Weaver, financial advisor Wilkes-barre PA
Gregory C. Weaver
CRD#: 5445631
46 Public Square, Suite 700, Wilkes-barre, PA 18701

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.

5
Michael Weaver, financial advisor Wilkes-barre PA
Michael D. Weaver
CRD#: 2713628
46 Public Square, Suite 700, Wilkes-barre, PA 18701

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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