BERKSHIRE ADVISORS, INC.
CRD #122389 SEC #801-126064 WYOMISSING, PA 610-376-6970
SEC Registered
Total AUM
$106.7M
Discretionary
$106.7M
Employees
1
Clients
10
Accounts
263
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $106.7M | $106.7M | $0 | 1 | 0 |
| Mar 2024 | $96.6M | $89.9M | $6.8M | 2 | 0 |
| Nov 2023 | $104.2M | $99.5M | $4.7M | 2 | 0 |
| Mar 2023 | $104.2M | $99.5M | $4.7M | 2 | 0 |
| Nov 2022 | $103.8M | $103.8M | $0 | 2 | 0 |
| Aug 2022 | $103.8M | $103.8M | $0 | 2 | 0 |
| Jun 2022 | $103.8M | $103.8M | $0 | 2 | 0 |
| Jul 2012 | $14.7M | $14.7M | $0 | 1 | 26 |
| Apr 2012 | $14.7M | $14.7M | $0 | 1 | 26 |
| Mar 2012 | $14.7M | $14.7M | $0 | 1 | 26 |
| Mar 2011 | $12.3M | $12.3M | $0 | 5 | -- |
| Mar 2010 | $14.5M | $14.5M | $0 | 5 | -- |
| May 2009 | $5M | $5M | $0 | 5 | -- |
| Mar 2009 | $5M | $5M | $0 | 5 | -- |
| Mar 2007 | $8M | $8M | $0 | 5 | -- |
| Mar 2006 | $4.8M | $4.8M | $0 | 5 | -- |
DateJan 2025
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$96.6M
Discretionary$89.9M
Non-Disc.$6.8M
Employees2
Clients0
DateNov 2023
Total AUM$104.2M
Discretionary$99.5M
Non-Disc.$4.7M
Employees2
Clients0
DateMar 2023
Total AUM$104.2M
Discretionary$99.5M
Non-Disc.$4.7M
Employees2
Clients0
DateNov 2022
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees2
Clients0
DateJul 2012
Total AUM$14.7M
Discretionary$14.7M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$14.7M
Discretionary$14.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$14.7M
Discretionary$14.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$14.5M
Discretionary$14.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$4.8M
Discretionary$4.8M
Non-Disc.$0
Employees5
Clients--