$97.1M Total AUM
$93.5M Disc. AUM
-2.0% 3Y CAGR
2 Employees
250 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Oak pioneer
- Established Date
- 02-21-2008
- Office Locations
- 1
Office Locations
2240 Ridgewood Road Suite 101 Wyomissing PA
About Berkshire Advisors, Inc.
Berkshire Advisors is a Pennsylvania-based wealth manager serving individuals and business owners with tailored financial planning, investment management, retirement planning, and estate planning. The firm builds portfolios using a mix of ETFs, public funds, and fixed income, and custodians with Charles Schwab. Presence spans markets including Lancaster, Harrisburg, Pittsburgh, Reading, Wyomissing, and York.
Team overview
59 AVG AGE
$48.5M AVG AUM / ADVISOR
$388.2K AVG AUM / CLIENT
9.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
18yrs Firm Age
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Asset Classes
Signal capital North timber Beacon Matrix Alpha
Client Personas
Zenith quantum Prime signal
Investment Themes
Glacier Delta atlas Peak pioneer
Investment Vehicles
Vertex
Services
Wave Wave foundation Catalyst Beacon legacy Eagle Vector north Beacon frontier
Technology
Alpha
Owner & Executives
J
JAY ROBERT KEMMERER SR
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1387729
- Ownership
- 75% or more
(365) 711-7051
oak.frontier@oakcapital.com
in linkedin.com/in/timber-pathway
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jay Robert Kemmerer JR
--
- CRD
- #7706821
(342) 722-9990
ember.wave@horizoncapital.com
in linkedin.com/in/harbor-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,457,000 | $397,689 |
| Non-Discretionary | $3,597,078 | $1,199,026 |
| Total | $97,054,078 | $407,790 |
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Separately Managed Accounts
Total SMA Asset: $97,054,078
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,079,675,961 | 100.0% |
| Total | $5,079,675,961 | 100.0% |