About Us

  • Founded in 1986
  • Employee Owned and Operated
  • SEC – Registered Investment Advisor
  • Roughly $2.48 Billion under supervision* as of 6.30.20
  • Dividend Growth and Core Equity Manager available through third party advisory platforms
  • Independent Research and Analysis
  • Contact: Gerry Mihalick, CFA – gmihalick@berkshiream.com or 1-800-897-3057

Berkshire Asset Management, LLC was founded in 1986 and has since grown to roughly $2.48 Billion under supervision* as of 6.30.20. We have accomplished this by providing an exceptional level of client service and delivering a long-term investment performance track record. We are confident our disciplined approach to expansion is a logical and rewarding way to conduct business.

Berkshire is an SEC registered investment advisor and is employee owned and operated. Located in Wilkes-Barre, Pennsylvania, we employ seven professionals and two administrative assistants. Our clients include retirement plans, high net worth individuals, institutions and charitable organizations.

Berkshire distinguishes itself from the competition through our exacting investment philosophy and process. We also offer high quality client service with conflict free advice since we are independently owned and operated.

Berkshire – Annual Update Form ADV – 3.30.2020

Berkshire – 2020 Form ADV Part 2A_Part 2B and Privacy Policy Combined

Berkshire – ADV Part 3 – Form CRS – 2020

Berkshire BCP Policy 4.8.2020

*Assets under supervision include all assets directed and supervised by Berkshire Asset Management through all arrangements. Berkshire participates as an adviser providing investment management services to clients of wrap fee programs. This Includes but not limited to assets directed through various custodial arrangements, wrap fee, uma structure and model portfolios at third party organizations.

This site is for use by Registered Financial Advisors only.