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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JONES, DAVID, DWAIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JONES, DAVID, DWAIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JONES, DAVID, DWAIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JONES, DAVID, DWAIN | I | COMPLIANCE CONSULTANT | NA | |
| JONES, DAVID, DWAIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JONES, DAVID, DWAIN | I | COMPLIANCE CONSULTANT | NA | |
| JONES, DAVID, DWAIN | I | COMPLIANCE CONSULTANT | NA | |
| JONES, DAVID, DWAIN | I | COMPLIANCE CONSULTANT | NA | |
| KEMMERER, JAY, ROBERT | I | PRESIDENT/CCO | E | Control |
| KEMMERER, JAY, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KEMMERER, JAY, ROBERT | I | PRESIDENT & CEO | E | Control |
| KEMMERER, JAY, ROBERT | I | PRESIDENT & CEO | E | Control |
| KEMMERER, JAY, ROBERT | I | PRESIDENT & CEO | E | Control |
| KEMMERER, JAY, ROBERT | I | PRESIDENT/CCO | E | Control |
| KEMMERER, JAY, ROBERT | I | PRESIDENT & CEO,CHIEF COMPLIANCE OFFICER | E | Control |
| KEMMERER, JAY, ROBERT | I | PRESIDENT & CEO | E | Control |
| KEMMERER, JAY, ROBERT | I | PRESIDENT & CEO,CHIEF COMPLIANCE OFFICER | E | Control |
| KEMMERER, JAY, ROBERT | I | PRESIDENT & CEO,CHIEF COMPLIANCE OFFICER | E | Control |
| KEMMERER, JAY, ROBERT | I | PRESIDENT & CEO,CHIEF COMPLIANCE OFFICER | E | Control |
| KEMMERER, JAY, ROBERT | I | PRESIDENT & CEO,CHIEF COMPLIANCE OFFICER | E | Control |
| KEMMERER, JAY, ROBERT | I | PRESIDENT & CEO,CHIEF COMPLIANCE OFFICER | E | Control |
| KEMMERER, JAY, ROBERT | I | PRESIDENT & CEO,CHIEF COMPLIANCE OFFICER | E | Control |
| KEMMERER, JAY, ROBERT | I | PRESIDENT & CEO,CHIEF COMPLIANCE OFFICER | E | Control |
| KEMMERER, JAY, ROBERT | I | PRESIDENT & CEO,CHIEF COMPLIANCE OFFICER | E | Control |
| KEMMERER, JAY, ROBERT | I | PRESIDENT & CEO,CHIEF COMPLIANCE OFFICER | E | Control |
| KEMMERER, JAY, ROBERT | I | PRESIDENT & CEO,CHIEF COMPLIANCE OFFICER | E | Control |
| LUTZ, JOHN, FREYBERGER | I | VICE PRESIDENT | C | Control |
| LUTZ, JOHN, FREYBERGER | I | VICE PRESIDENT | C | Control |
| LUTZ, JOHN, FREYBERGER | I | VICE PRESIDENT | C | Control |
| LUTZ, JOHN, FREYBERGER | I | VICE PRESIDENT | C | Control |
| LUTZ, JOHN, FREYBERGER | I | VICE PRESIDENT | C | Control |
| LUTZ, JOHN, FREYBERGER | I | VICE PRESIDENT | C | Control |
| LUTZ, JOHN, FREYBERGER | I | VICE PRESIDENT | C | Control |
| LUTZ, JOHN, FREYBERGER | I | VICE PRESIDENT | C | Control |
Registrations
Federal
IA
Jan 31, 2025 REGISTERED
Notice Filings (1)
PA
Address
2240 RIDGEWOOD ROADSUITE 101
WYOMISSING, PA 19610
United States
Phone: 610-376-6970