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BERKSHIRE ADVISORS, INC.

SEC Form ADV profile.

Total regulatory AUM
$97,054,078
Discretionary
$93,457,000
Non-discretionary
$3,597,078

Firm details

CRD number
122389
SEC file number
801-126064
Main office
WYOMISSING, PA, United States
Employees
2
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Commissions Other

As of October 2026.