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Berkshire Asset Management, Inc.

EST. AUM
$2,789,031,590

CONTACTS
4

CLIENT ACCOUNTS
2,486

Firm Details

Metro area Philadelphia
CRD Number 145463
Website berkshireasset.com
Client types

Overview

Berkshire is a fee-based, SEC registered advisory firm serving the portfolio management needs of personal high net worth and institutional clients. Berkshire Asset Management, Inc. was formed in 1986 as a SEC registered investment adviser. In 1999 the company was sold to Legg Mason. In 2007, senior leadership repurchased the firm, forming Berkshire Asset Management, LLC. The firm runs their assets in-house and have a Dividend Equity fund.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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