BERKSHIRE FINANCIAL SERVICES LLC

BERKSHIRE FINANCIAL SERVICES LLC of WYOMISSING, PA is an SEC-registered investment adviser (CRD 146783).

Registration

• CRD: 146783
• Type: Registered investment adviser
• Location: 50 BERKSHIRE COURT, WYOMISSING, PA, 19610
• Phone: 610-779-6000
• Latest filing: 2026-06-16
• Clients: 1

Business model

Compensation: Other.

Clients served: Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146783 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search